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
$197M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Sells

1 +$367K
2 +$222K
3 +$202K
4
SH icon
ProShares Short S&P500
SH
+$200K
5
VZ icon
Verizon
VZ
+$152K

Sector Composition

1 Technology 1.46%
2 Consumer Staples 0.98%
3 Energy 0.54%
4 Utilities 0.37%
5 Consumer Discretionary 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$16.1K 0.01%
+150
177
$16K 0.01%
+325
178
$15.9K 0.01%
211
179
$15.9K 0.01%
105
180
$15.8K 0.01%
130
181
$15.8K 0.01%
161
182
$15.5K 0.01%
+271
183
$15.5K 0.01%
251
184
$15.5K 0.01%
196
185
$15K 0.01%
+300
186
$14.8K 0.01%
115
187
$14.8K 0.01%
500
188
$14.7K 0.01%
450
189
$14.5K 0.01%
150
190
$14.2K 0.01%
465
191
$13.9K 0.01%
168
-200
192
$13.9K 0.01%
100
193
$13.9K 0.01%
1,233
194
$13.7K 0.01%
158
195
$13.5K 0.01%
396
196
$13.5K 0.01%
245
197
$12.9K 0.01%
406
198
$12.8K 0.01%
220
199
$12.7K 0.01%
85
200
$12.5K 0.01%
258