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 | |
|---|---|---|---|---|---|---|---|
| $55.6K | 0.02% | 2,124 | – | – | |||
| $55.1K | 0.02% | 452 +17 | +4% | +$2.07K | |||
| $54.1K | 0.02% | 308 | – | – | |||
| $53.9K | 0.02% | 300 | New | +$53.9K | |||
| $52.5K | 0.02% | 1,033 | – | – | |||
| $52K | 0.02% | 2,292 +500 | +28% | +$11.4K | |||
| $51.4K | 0.02% | 200 | – | – | |||
| $51.2K | 0.02% | 98 -36 | -27% | -$18.8K | |||
| $51K | 0.02% | 652 -43 | -6% | -$3.37K | |||
| $50.4K | 0.02% | 1,330 | – | – | |||
| $49.9K | 0.02% | 91 -17 | -16% | -$9.32K | |||
| $49.3K | 0.02% | 201 | – | – | |||
| $48.4K | 0.02% | 100 | – | – | |||
| $47.8K | 0.02% | 990 | – | – | |||
| $46.9K | 0.02% | 150 | – | – | |||
| $46.6K | 0.02% | 658 | – | – | |||
| $46K | 0.02% | 798 | – | – | |||
| $45.5K | 0.02% | 1,780 +972 | +120% | +$24.8K | |||
| $44.4K | 0.02% | 648 | New | +$44.4K | |||
| $44.1K | 0.02% | 742 | – | – | |||
| $43.2K | 0.02% | 712 | – | – | |||
| $42.3K | 0.02% | 744 +331 | +80% | +$18.8K | |||
| $41.5K | 0.02% | 277 | – | – | |||
| $40.9K | 0.02% | 110 | – | – | |||
| $40.2K | 0.02% | 845 +80 | +10% | +$3.8K |
