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 | |
|---|---|---|---|---|---|---|---|
| $718 | 0% | 16 -17 | -52% | -$763 | |||
| $610 | 0% | 200 | – | – | |||
| $559 | 0% | 50 | New | +$559 | |||
| $544 | 0% | 3 | – | – | |||
| $452 | 0% | 7 | – | – | |||
| $372 | 0% | 3 | – | – | |||
| $346 | 0% | 11 | – | – | |||
| $345 | 0% | 15 | – | – | |||
| $305 | 0% | 5 | – | – | |||
| $299 | 0% | 25 -1,499 | -98% | -$17.9K | |||
| $239 | 0% | 15 | – | – | |||
| $223 | 0% | 15 | – | – | |||
| $215 | 0% | 3 | – | – | |||
| $194 | 0% | 40 | – | – | |||
| $194 | 0% | 5 | – | – | |||
| $131 | 0% | 15 | – | – | |||
| $124 | 0% | 10 | – | – | |||
| $105 | 0% | 2 | – | – | |||
| $57 | 0% | 7 | – | – | |||
| $41 | 0% | 22 | – | – | |||
| $0 | 0% | 0 -997 | Closed | – | |||
| $0 | 0% | 0 -304 | Closed | – | |||
| $0 | 0% | 0 -15,857 | Closed | – | |||
| $0 | 0% | 0 -632 | Closed | – | |||
| $0 | 0% | 0 -258 | Closed | – |
