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
$209M
AUM Growth
+$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.13%
2 Consumer Staples 1.09%
3 Communication Services 0.99%
4 Financials 0.52%
5 Industrials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$11K 0.01%
575
177
$11K 0.01%
210
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$11K 0.01%
208
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$11K 0.01%
50
180
$10K ﹤0.01%
194
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$10K ﹤0.01%
200
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$10K ﹤0.01%
406
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$10K ﹤0.01%
29
184
$10K ﹤0.01%
100
-70
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$10K ﹤0.01%
380
186
$9K ﹤0.01%
61
+10
187
$9K ﹤0.01%
17
188
$9K ﹤0.01%
100
189
$9K ﹤0.01%
175
190
$9K ﹤0.01%
55
-10
191
$9K ﹤0.01%
132
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$9K ﹤0.01%
140
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$9K ﹤0.01%
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$8K ﹤0.01%
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$8K ﹤0.01%
30
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$8K ﹤0.01%
310
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$8K ﹤0.01%
115
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$7K ﹤0.01%
100
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$7K ﹤0.01%
46
200
$7K ﹤0.01%
180