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
$211M
AUM Growth
+$2.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.11%
2 Consumer Staples 0.99%
3 Communication Services 0.95%
4 Financials 0.52%
5 Healthcare 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$0 ﹤0.01%
3
302
$0 ﹤0.01%
4
303
$0 ﹤0.01%
15
304
-100
305
$0 ﹤0.01%
5
306
-132
307
$0 ﹤0.01%
4
308
-12