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
$211M
AUM Growth
+$2.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.11%
2 Consumer Staples 0.99%
3 Communication Services 0.95%
4 Financials 0.52%
5 Healthcare 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$12K 0.01%
+800
177
$11K 0.01%
52
178
$11K 0.01%
208
179
$11K 0.01%
165
180
$11K 0.01%
280
+100
181
$10K ﹤0.01%
100
182
$10K ﹤0.01%
380
183
$10K ﹤0.01%
29
184
$10K ﹤0.01%
406
185
$10K ﹤0.01%
210
186
$10K ﹤0.01%
100
187
$10K ﹤0.01%
17
188
$10K ﹤0.01%
90
-3,800
189
$10K ﹤0.01%
20
190
$10K ﹤0.01%
194
191
$9K ﹤0.01%
310
192
$9K ﹤0.01%
55
193
$9K ﹤0.01%
175
194
$9K ﹤0.01%
200
195
$9K ﹤0.01%
61
196
$9K ﹤0.01%
60
+30
197
$9K ﹤0.01%
+115
198
$9K ﹤0.01%
+170
199
$9K ﹤0.01%
900
200
$8K ﹤0.01%
115