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
$140M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 1.31%
2 Consumer Staples 1.19%
3 Energy 0.8%
4 Technology 0.53%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$30M 21.49%
+146,146
2
$17.7M 12.65%
+436,759
3
$13.4M 9.61%
+130,144
4
$9.27M 6.63%
+178,986
5
$7.41M 5.3%
+73,367
6
$6.62M 4.74%
+86,338
7
$6.42M 4.59%
+41,732
8
$6.4M 4.58%
+125,497
9
$5.66M 4.05%
+71,035
10
$5.57M 3.99%
+45,574
11
$4.68M 3.35%
+59,432
12
$3.79M 2.71%
+75,434
13
$2.68M 1.92%
+55,827
14
$2.53M 1.81%
+72,456
15
$2.43M 1.74%
+94,380
16
$2.43M 1.74%
+31,695
17
$1.51M 1.08%
+12,632
18
$1.38M 0.99%
+54,565
19
$1.34M 0.96%
+5,083
20
$644K 0.46%
+23,170
21
$522K 0.37%
+14,054
22
$336K 0.24%
+3,629
23
$325K 0.23%
+8,760
24
$307K 0.22%
+3,381
25
$240K 0.17%
+8,688