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 | |
|---|---|---|---|---|---|---|---|
| $18.5K | 0.01% | 136 | – | – | |||
| $18.4K | 0.01% | 600 | – | – | |||
| $18.4K | 0.01% | 829 | – | – | |||
| $18.2K | 0.01% | 450 | – | – | |||
| $18.1K | 0.01% | 210 | – | – | |||
| $18K | 0.01% | 266 -7 | -3% | -$474 | |||
| $17.8K | 0.01% | 465 | – | – | |||
| $17.8K | 0.01% | 214 | – | – | |||
| $17.7K | 0.01% | 100 | New | +$17.7K | |||
| $17.6K | 0.01% | 150 | – | – | |||
| $17.1K | 0.01% | 21 | New | +$17.1K | |||
| $17K | 0.01% | 513 | New | +$17K | |||
| $16.9K | 0.01% | 500 | – | – | |||
| $16.7K | 0.01% | 150 | New | +$16.7K | |||
| $16.7K | 0.01% | 161 | – | – | |||
| $15.7K | 0.01% | 75 -20 | -21% | -$4.19K | |||
| $15.7K | 0.01% | 159 -942 | -86% | -$92.9K | |||
| $15.5K | 0.01% | 2,946 | – | – | |||
| $15.5K | 0.01% | 377 | – | – | |||
| $15.5K | 0.01% | 300 | New | +$15.5K | |||
| $15.2K | 0.01% | 115 -126 | -52% | -$16.7K | |||
| $15.1K | 0.01% | 158 | – | – | |||
| $14.4K | 0.01% | 270 | – | – | |||
| $14.3K | 0.01% | 245 | – | – | |||
| $13.8K | 0.01% | 48 | – | – |
