LWA
Lowe Wealth Advisors Portfolio holdings
AUM
$256M
This Quarter Return
+7.05%
1 Year Return
+13.41%
3 Year Return
+46.17%
5 Year Return
+69.22%
10 Year Return
+145.52%
AUM
$256M
AUM Growth
+$256M
(+8.8%)
Cap. Flow
+$5.37M
Cap. Flow
% of AUM
2.1%
Top 10 Holdings %
Top 10 Hldgs %
76.28%
Holding
378
New
6
Increased
44
Reduced
49
Closed
13
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 1.54% |
| 2 | Consumer Staples | 0.66% |
| 3 | Energy | 0.45% |
| 4 | Financials | 0.43% |
| 5 | Communication Services | 0.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
| – | – |
-205
| Closed | -$18.6K |
|
377
Charles River Laboratories
CRL
$7.99B
| – | – |
-11
| Closed | -$1.66K |
|
378
Chipotle Mexican Grill
CMG
$56B
| – | – |
-50
| Closed | -$2.51K |
|