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
1
$33M 22.32%
152,405
-660
2
$20M 13.57%
441,174
-20,552
3
$15.3M 10.38%
129,161
-498
4
$7.1M 4.81%
70,038
-622
5
$7.1M 4.81%
88,143
-316
6
$6.53M 4.42%
58,374
+809
7
$6.02M 4.08%
117,834
-104
8
$5.95M 4.03%
109,688
-1,050
9
$5.83M 3.95%
74,173
-442
10
$5.38M 3.64%
63,758
-110
11
$5.17M 3.5%
203,665
+32,089
12
$3.1M 2.1%
38,099
-15
13
$3.05M 2.06%
20,010
-98
14
$2.98M 2.02%
139,852
-1,142
15
$2.81M 1.9%
34,791
-289
16
$1.95M 1.32%
91,301
+1,982
17
$1.94M 1.32%
26,934
-204
18
$1.57M 1.06%
12,254
-1,250
19
$1.55M 1.05%
5,482
-135
20
$1.13M 0.76%
68,177
+1,351
21
$947K 0.64%
30,888
-26,746
22
$756K 0.51%
28,120
+1,220
23
$724K 0.49%
14,482
+2
24
$706K 0.48%
15,480
+15,075
25
$574K 0.39%
25,312
-650