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
$170M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.35%
2 Consumer Staples 1.07%
3 Communication Services 0.94%
4 Energy 0.59%
5 Healthcare 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$9K 0.01%
585
202
$9K 0.01%
300
203
$9K 0.01%
37
204
$9K 0.01%
80
205
$9K 0.01%
80
206
$9K 0.01%
81
207
$8K ﹤0.01%
30
208
$8K ﹤0.01%
208
209
$8K ﹤0.01%
27
210
$8K ﹤0.01%
50
211
$8K ﹤0.01%
225
212
$8K ﹤0.01%
100
213
$8K ﹤0.01%
60
214
$8K ﹤0.01%
115
215
$8K ﹤0.01%
1,271
216
$8K ﹤0.01%
165
217
$8K ﹤0.01%
200
218
$7K ﹤0.01%
380
-1,075
219
$7K ﹤0.01%
281
220
$7K ﹤0.01%
210
221
$7K ﹤0.01%
35
222
$7K ﹤0.01%
+67
223
$7K ﹤0.01%
298
224
$7K ﹤0.01%
1,048
225
$7K ﹤0.01%
194