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 | |
|---|---|---|---|---|---|---|---|
| $25.9K | 0.01% | 509 -190 | -27% | -$9.68K | |||
| $25.2K | 0.01% | 27 | – | – | |||
| $25.1K | 0.01% | 76 -16 | -17% | -$5.28K | |||
| $25K | 0.01% | 2,174 +941 | +76% | +$10.8K | |||
| $24.9K | 0.01% | 251 | – | – | |||
| $24.8K | 0.01% | 187 | – | – | |||
| $24.1K | 0.01% | 150 | – | – | |||
| $23.9K | 0.01% | 181 | – | – | |||
| $23.6K | 0.01% | 204 | – | – | |||
| $23.4K | 0.01% | 151 +126 | +504% | +$19.5K | |||
| $23.2K | 0.01% | 332 -36 | -10% | -$2.51K | |||
| $22.8K | 0.01% | 100 | – | – | |||
| $22.3K | 0.01% | 406 | – | – | |||
| $22.2K | 0.01% | 2,213 +23 | +1% | +$231 | |||
| $20.9K | 0.01% | 42 -2 | -5% | -$995 | |||
| $20.9K | 0.01% | 1,040 | – | – | |||
| $20.8K | 0.01% | 293 +200 | +215% | +$14.2K | |||
| $20.7K | 0.01% | 200 | New | +$20.7K | |||
| $20.5K | 0.01% | 600 | – | – | |||
| $20.1K | 0.01% | 451 | – | – | |||
| $19.7K | 0.01% | 200 -88 | -31% | -$8.69K | |||
| $19.5K | 0.01% | 718 | – | – | |||
| $19.3K | 0.01% | 46 | – | – | |||
| $18.6K | 0.01% | 320 | New | +$18.6K | |||
| $18.6K | 0.01% | 205 | New | +$18.6K |
