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 | |
|---|---|---|---|---|---|---|---|
| $84.7K | 0.04% | 2,864 | – | – | |||
| $80.3K | 0.03% | 915 -103 | -10% | -$9.04K | |||
| $79.4K | 0.03% | 1,361 | – | – | |||
| $77.5K | 0.03% | 455 +300 | +194% | +$51.1K | |||
| $75.4K | 0.03% | 291 -24 | -8% | -$6.22K | |||
| $75.2K | 0.03% | 673 +250 | +59% | +$27.9K | |||
| $72.1K | 0.03% | 915 -20 | -2% | -$1.58K | |||
| $70.4K | 0.03% | 641 | – | – | |||
| $69.2K | 0.03% | 1,086 | New | +$69.2K | |||
| $67K | 0.03% | 9,876 | – | – | |||
| $67K | 0.03% | 2,320 -200 | -8% | -$5.77K | |||
| $66.4K | 0.03% | 400 | – | – | |||
| $65.6K | 0.03% | 2,116 | – | – | |||
| $65.1K | 0.03% | 417 | – | – | |||
| $64.3K | 0.03% | 144 -23 | -14% | -$10.3K | |||
| $64.1K | 0.03% | 248 | – | – | |||
| $63.7K | 0.03% | 216 -4 | -2% | -$1.18K | |||
| $62K | 0.03% | 2,000 | – | – | |||
| $61K | 0.03% | 305 -66 | -18% | -$13.2K | |||
| $60.7K | 0.03% | 224 | – | – | |||
| $60.5K | 0.03% | 64 -24 | -27% | -$22.7K | |||
| $59.3K | 0.03% | 5,999 +205 | +4% | +$2.03K | |||
| $59.1K | 0.03% | 541 | – | – | |||
| $59K | 0.03% | 1,781 | – | – | |||
| $57.4K | 0.02% | 960 -157 | -14% | -$9.39K |
