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
$148M
AUM Growth
-$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$814K
2
+$688K
3
+$90.5K
4
CMI icon
Cummins
CMI
+$77K
5
PG icon
Procter & Gamble
PG
+$70.6K

Top Sells

1
+$1.72M
2
+$941K
3
+$934K
4
T icon
AT&T
T
+$820K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$628K

Sector Composition

1 Communication Services 1.09%
2 Consumer Staples 1.03%
3 Materials 0.99%
4 Technology 0.5%
5 Energy 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2K ﹤0.01%
45
202
$2K ﹤0.01%
27
203
$2K ﹤0.01%
27
204
$2K ﹤0.01%
23
205
$2K ﹤0.01%
50
206
$2K ﹤0.01%
41
207
$2K ﹤0.01%
96
208
$2K ﹤0.01%
100
209
$2K ﹤0.01%
10
210
$2K ﹤0.01%
70
211
$2K ﹤0.01%
35
212
$2K ﹤0.01%
49
213
$2K ﹤0.01%
8
214
$1K ﹤0.01%
60
-200
215
$1K ﹤0.01%
68
-250
216
$1K ﹤0.01%
22
217
$1K ﹤0.01%
18
218
$1K ﹤0.01%
30
219
$1K ﹤0.01%
20
220
$1K ﹤0.01%
50
221
$1K ﹤0.01%
7
222
$1K ﹤0.01%
50
+25
223
$1K ﹤0.01%
27
224
$1K ﹤0.01%
34
225
$1K ﹤0.01%
30
7 8
9
10 11