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
$197M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Sells

1 +$367K
2 +$222K
3 +$202K
4
SH icon
ProShares Short S&P500
SH
+$200K
5
VZ icon
Verizon
VZ
+$152K

Sector Composition

1 Technology 1.46%
2 Consumer Staples 0.98%
3 Energy 0.54%
4 Utilities 0.37%
5 Consumer Discretionary 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$75 ﹤0.01%
2
352
$66 ﹤0.01%
7
353
$24 ﹤0.01%
4
354
$11 ﹤0.01%
5
355
$0 ﹤0.01%
30
356
$0 ﹤0.01%
100
357
-8,000
358
-50
359
-2,275
360
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361
-400
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-250
363
-1,000
364
-30
365
-300
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367
-10
368
-195