LWA
Lowe Wealth Advisors Portfolio holdings
AUM $235M
AUM
$235M
AUM Growth
+$708K (+0.3%)
Cap. Flow
+$2.82M
Cap. Flow % of AUM
1.2%
Top 10 Holdings %Top 10 Hldgs %
76.62%
Holding
390
New
30
Increased
60
Reduced
56
Closed
18
Top Buys
| 1 | $1.3M | |
| 2 | $754K | |
| 3 | $723K | |
| 4 | $701K | |
| 5 | $494K |
Top Sells
| 1 | $1.75M | |
| 2 | $915K | |
| 3 | $878K | |
| 4 | $729K | |
| 5 | $313K |
Sector Composition
| 1 | Technology | 1.49% |
| 2 | Consumer Staples | 0.76% |
| 3 | Energy | 0.52% |
| 4 | Financials | 0.48% |
| 5 | Utilities | 0.47% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $2.7K | 0% | 27 | – | – | |||
| $2.58K | 0% | 44 | – | – | |||
| $2.51K | 0% | 50 -50 | -50% | -$2.51K | |||
| $2.36K | 0% | 34 | – | – | |||
| $2.33K | 0% | 72 | – | – | |||
| $2.17K | 0% | 6 | – | – | |||
| $2.1K | 0% | 6 -9 | -60% | -$3.14K | |||
| $2.09K | 0% | 20 | – | – | |||
| $1.81K | 0% | 20 | – | – | |||
| $1.66K | 0% | 11 | – | – | |||
| $1.59K | 0% | 5 -5 | -50% | -$1.59K | |||
| $1.58K | 0% | 127 | – | – | |||
| $1.45K | 0% | 18 | – | – | |||
| $1.42K | 0% | 50 | – | – | |||
| $1.42K | 0% | 5 | – | – | |||
| $1.41K | 0% | 10 | – | – | |||
| $1.39K | 0% | 24 | – | – | |||
| $1.32K | 0% | 180 | – | – | |||
| $1.31K | 0% | 150 | – | – | |||
| $1.26K | 0% | 41 | – | – | |||
| $1.09K | 0% | 15 | – | – | |||
| $1.04K | 0% | 68 | – | – | |||
| $1.03K | 0% | 2 | – | – | |||
| $809 | 0% | 9 | – | – | |||
| $721 | 0% | 9 | – | – |
