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 | |
|---|---|---|---|---|---|---|---|
| $39.6K | 0.02% | 700 | – | – | |||
| $39.3K | 0.02% | 398 -124 | -24% | -$12.2K | |||
| $38K | 0.02% | 223 | – | – | |||
| $36.4K | 0.02% | 71 | – | – | |||
| $35K | 0.01% | 64 +49 | +327% | +$26.8K | |||
| $34.6K | 0.01% | 159 +109 | +218% | +$23.7K | |||
| $34.4K | 0.01% | 2,459 | New | +$34.4K | |||
| $34.3K | 0.01% | 281 | – | – | |||
| $34.1K | 0.01% | 260 -200 | -43% | -$26.2K | |||
| $32.8K | 0.01% | 365 -168 | -32% | -$15.1K | |||
| $31.9K | 0.01% | 294 -47 | -14% | -$5.09K | |||
| $31.4K | 0.01% | 1,339 | – | – | |||
| $30.9K | 0.01% | 385 | – | – | |||
| $30.9K | 0.01% | 619 +250 | +68% | +$12.5K | |||
| $30.4K | 0.01% | 751 | – | – | |||
| $30.3K | 0.01% | 641 | New | +$30.3K | |||
| $29.8K | 0.01% | 300 -200 | -40% | -$19.9K | |||
| $29.1K | 0.01% | 1,300 | New | +$29.1K | |||
| $28.6K | 0.01% | 350 | – | – | |||
| $28.5K | 0.01% | 725 | New | +$28.5K | |||
| $28.2K | 0.01% | 122 | – | – | |||
| $28K | 0.01% | 200 | – | – | |||
| $27.9K | 0.01% | 65 | – | – | |||
| $27.8K | 0.01% | 91 -10 | -10% | -$3.05K | |||
| $27.5K | 0.01% | 1,200 | New | +$27.5K |
