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
$186M
AUM Growth
+$4.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Sells

1 +$1.16M
2 +$992K
3 +$770K
4
VZ icon
Verizon
VZ
+$671K
5
KRBN icon
KraneShares Global Carbon Strategy ETF
KRBN
+$545K

Sector Composition

1 Technology 1.37%
2 Consumer Staples 1.01%
3 Energy 0.59%
4 Healthcare 0.47%
5 Utilities 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$19.7K 0.01%
808
152
$19.6K 0.01%
285
153
$19.4K 0.01%
400
154
$18.9K 0.01%
704
-74
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$18.8K 0.01%
550
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$18.7K 0.01%
180
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$18.6K 0.01%
200
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$18.4K 0.01%
32
-20
159
$18.2K 0.01%
50
160
$17.7K 0.01%
468
161
$17.6K 0.01%
250
162
$17.4K 0.01%
76
163
$17.3K 0.01%
161
164
$17.1K 0.01%
172
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$16.8K 0.01%
211
166
$16.6K 0.01%
102
167
$15.9K 0.01%
251
168
$15.9K 0.01%
500
169
$15.7K 0.01%
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$15.6K 0.01%
105
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$15.5K 0.01%
97
172
$14.9K 0.01%
90
173
$14.9K 0.01%
60
174
$14.7K 0.01%
1,000
175
$14.7K 0.01%
115
-475