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
151
$7K ﹤0.01%
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$5K ﹤0.01%
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$5K ﹤0.01%
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159
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60
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+146
162
$4K ﹤0.01%
280
163
$4K ﹤0.01%
10
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27
165
$4K ﹤0.01%
84
166
$4K ﹤0.01%
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$4K ﹤0.01%
110
168
$4K ﹤0.01%
270
169
$4K ﹤0.01%
41
170
$4K ﹤0.01%
70
171
$4K ﹤0.01%
180
172
$4K ﹤0.01%
50
173
$4K ﹤0.01%
76
174
$4K ﹤0.01%
50
-65
175
$4K ﹤0.01%
1,260
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