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
51
$68K 0.05%
1,242
52
$67K 0.05%
947
-6
53
$63K 0.04%
1,168
54
$61K 0.04%
2,075
55
$57K 0.04%
860
56
$54K 0.04%
5,294
57
$52K 0.04%
218
+100
58
$51K 0.03%
1,570
59
$50K 0.03%
588
60
$50K 0.03%
300
61
$46K 0.03%
546
62
$44K 0.03%
1,500
63
$42K 0.03%
594
64
$40K 0.03%
312
65
$38K 0.03%
250
+150
66
$38K 0.03%
3,498
67
$35K 0.02%
409
+400
68
$35K 0.02%
320
+300
69
$34K 0.02%
625
70
$34K 0.02%
1,523
+50
71
$34K 0.02%
282
72
$34K 0.02%
8,000
73
$33K 0.02%
511
74
$33K 0.02%
140
-100
75
$32K 0.02%
399
+166
1 2
3
4 5