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
$148M
AUM Growth
-$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$814K
2
+$688K
3
+$90.5K
4
CMI icon
Cummins
CMI
+$77K
5
PG icon
Procter & Gamble
PG
+$70.6K

Top Sells

1
+$1.72M
2
+$941K
3
+$934K
4
T icon
AT&T
T
+$820K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$628K

Sector Composition

1 Communication Services 1.09%
2 Consumer Staples 1.03%
3 Materials 0.99%
4 Technology 0.5%
5 Energy 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$400K 0.27%
7,980
-780
27
$298K 0.2%
3,105
28
$289K 0.2%
3,309
29
$278K 0.19%
9,832
+20
30
$271K 0.18%
2,921
+106
31
$238K 0.16%
4,137
+931
32
$163K 0.11%
2,745
33
$152K 0.1%
5,008
34
$127K 0.09%
3,220
35
$126K 0.09%
2,426
+70
36
$116K 0.08%
2,731
+600
37
$114K 0.08%
1,120
+100
38
$110K 0.07%
6,053
39
$110K 0.07%
2,854
+435
40
$107K 0.07%
1,044
41
$106K 0.07%
6,490
+560
42
$105K 0.07%
1,527
-36
43
$96K 0.07%
851
-5,568
44
$95K 0.06%
807
+400
45
$92K 0.06%
1,029
+790
46
$89K 0.06%
2,643
+383
47
$87K 0.06%
2,614
48
$77K 0.05%
+600
49
$76K 0.05%
615
-13,915
50
$74K 0.05%
2,138
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2
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