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
126
$13K 0.01%
200
127
$13K 0.01%
300
128
$13K 0.01%
322
-30
129
$13K 0.01%
165
130
$13K 0.01%
315
+250
131
$12K 0.01%
710
132
$12K 0.01%
196
-250
133
$12K 0.01%
245
134
$12K 0.01%
381
135
$12K 0.01%
660
136
$11K 0.01%
282
137
$11K 0.01%
775
138
$11K 0.01%
531
139
$10K 0.01%
1,200
+500
140
$10K 0.01%
200
141
$10K 0.01%
126
142
$9K 0.01%
125
143
$9K 0.01%
406
144
$9K 0.01%
160
145
$9K 0.01%
83
146
$8K 0.01%
85
147
$8K 0.01%
165
148
$7K ﹤0.01%
250
149
$7K ﹤0.01%
135
+65
150
$7K ﹤0.01%
50
4 5
6
7 8