LWA

Lowe Wealth Advisors Portfolio holdings

AUM $274M
1-Year Est. Return 14.31%
This Quarter Est. Return
1 Year Est. Return
+14.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Sells

1 +$485K
2 +$336K
3 +$232K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$124K
5
GG
Goldcorp Inc
GG
+$93.7K

Sector Composition

1 Real Estate 1.5%
2 Consumer Staples 1.06%
3 Materials 0.74%
4 Technology 0.66%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$0 ﹤0.01%
9
302
$0 ﹤0.01%
7
303
$0 ﹤0.01%
9
304
$0 ﹤0.01%
500
305
$0 ﹤0.01%
1
306
-245
307
$0 ﹤0.01%
6
308
$0 ﹤0.01%
2
309
$0 ﹤0.01%
1
310
$0 ﹤0.01%
+2
311
-100