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
$202M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.57%
2 Consumer Staples 0.78%
3 Energy 0.58%
4 Financials 0.4%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$363 ﹤0.01%
10
302
$360 ﹤0.01%
15
303
$346 ﹤0.01%
2
304
$306 ﹤0.01%
15
305
$239 ﹤0.01%
3
306
$236 ﹤0.01%
5
307
$201 ﹤0.01%
7
308
$179 ﹤0.01%
3
309
$162 ﹤0.01%
15
310
$142 ﹤0.01%
+4
311
$127 ﹤0.01%
+35
312
$118 ﹤0.01%
2
313
$96 ﹤0.01%
40
314
$0 ﹤0.01%
30
315
$0 ﹤0.01%
100
316
-81
317
-40
318
-444
319
-760
320
-85
321
-145
322
-175
323
-15