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
101
$20K 0.01%
1,060
-147
102
$19K 0.01%
460
103
$19K 0.01%
480
104
$19K 0.01%
511
105
$18K 0.01%
210
+10
106
$18K 0.01%
1,310
107
$18K 0.01%
475
108
$17K 0.01%
167
109
$17K 0.01%
723
110
$16K 0.01%
1,400
111
$16K 0.01%
500
112
$16K 0.01%
600
-700
113
$16K 0.01%
+200
114
$16K 0.01%
250
115
$16K 0.01%
460
116
$16K 0.01%
200
-48
117
$15K 0.01%
200
118
$15K 0.01%
528
119
$15K 0.01%
481
120
$15K 0.01%
141
+100
121
$14K 0.01%
100
122
$14K 0.01%
161
+1
123
$14K 0.01%
231
124
$14K 0.01%
124
125
$14K 0.01%
1,020
-300
3 4
5
6 7