LWA
Lowe Wealth Advisors Portfolio holdings
AUM
$256M
This Quarter Return
+6.03%
1 Year Return
+13.41%
3 Year Return
+46.17%
5 Year Return
+69.22%
10 Year Return
+145.52%
AUM
$180M
AUM Growth
+$180M
(+7.6%)
Cap. Flow
+$2.67M
Cap. Flow
% of AUM
1.48%
Top 10 Holdings %
Top 10 Hldgs %
80.14%
Holding
340
New
39
Increased
34
Reduced
30
Closed
16
Top Buys
Top Sells
| 1 |
Newmont
NEM
|
$810K |
| 2 |
iShares Russell 3000 ETF
IWV
|
$187K |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$128K |
| 4 |
iShares Dow Jones US ETF
IYY
|
$68K |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$59.8K |
Sector Composition
| 1 | Real Estate | 1.49% |
| 2 | Consumer Staples | 1.22% |
| 3 | Technology | 0.98% |
| 4 | Industrials | 0.43% |
| 5 | Communication Services | 0.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
3M
MMM
$81B
| – | – |
-34
| Closed | -$6K |
|
327
Nokia
NOK
$23.6B
| $0 | ﹤0.01% |
1
| – | – |
|
328
Nu Skin
NUS
$596M
| $0 | ﹤0.01% |
6
| – | – |
|
329
nVent Electric
NVT
$14.4B
| $0 | ﹤0.01% |
2
| – | – |
|
330
Prothena Corp
PRTA
$452M
| $0 | ﹤0.01% |
1
| – | – |
|
331
PTC
PTC
$25.4B
| $0 | ﹤0.01% |
+6
| New | – |
|
332
Resideo Technologies
REZI
$5.03B
| – | – |
-2
| Closed | – |
|
333
Comscore
SCOR
$32.3M
| $0 | ﹤0.01% |
+100
| New | – |
|
334
Synopsys
SNPS
$110B
| $0 | ﹤0.01% |
+3
| New | – |
|
335
Vishay Precision Group
VPG
$374M
| – | – |
-1
| Closed | – |
|
336
Vishay Intertechnology
VSH
$2.03B
| $0 | ﹤0.01% |
15
| – | – |
|
337
Wabtec
WAB
$32.7B
| $0 | ﹤0.01% |
1
| – | – |
|
338
Real Estate Select Sector SPDR Fund
XLRE
$7.53B
| $0 | ﹤0.01% |
2
| – | – |
|
|
CFMS
339
DELISTED
Conformis, Inc. Common Stock
CFMS
| $0 | ﹤0.01% |
140
| – | – |
|
|
TWTR
340
DELISTED
Twitter, Inc.
TWTR
| $0 | ﹤0.01% |
+12
| New | – |
|