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
$165M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Sells

1 +$485K
2 +$336K
3 +$232K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$124K
5
GG
Goldcorp Inc
GG
+$93.7K

Sector Composition

1 Real Estate 1.5%
2 Consumer Staples 1.06%
3 Materials 0.74%
4 Technology 0.66%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$9K 0.01%
570
152
$9K 0.01%
406
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$8K ﹤0.01%
225
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660
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+66
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130
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$6K ﹤0.01%
80
175
$6K ﹤0.01%
+160