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
$215M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.5%
2 Consumer Staples 0.8%
3 Energy 0.52%
4 Financials 0.38%
5 Utilities 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$204 ﹤0.01%
7
302
$179 ﹤0.01%
15
303
$179 ﹤0.01%
3
304
$151 ﹤0.01%
2
305
$101 ﹤0.01%
40
306
$0 ﹤0.01%
30
307
$0 ﹤0.01%
100
308
-40
309
-75
310
-683
311
-4
312
-50
313
-500
314
-60
315
-500
316
-11
317
-41
318
-287
319
-5,315
320
-63
321
-35
322
-20
323
-211