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
$146M
AUM Growth
-$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1 +$1.99M
2 +$827K
3 +$317K
4
HSBC icon
HSBC
HSBC
+$212K
5
UA icon
Under Armour Class C
UA
+$188K

Top Sells

1 +$2.88M
2 +$520K
3 +$492K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$234K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$101K

Sector Composition

1 Communication Services 1.14%
2 Materials 0.88%
3 Consumer Staples 0.87%
4 Technology 0.58%
5 Energy 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$33.6M 22.96%
150,202
-2,203
2
$19.7M 13.48%
436,008
-5,166
3
$14.8M 10.11%
124,769
-4,392
4
$7.27M 4.97%
71,736
+1,698
5
$7.05M 4.82%
88,838
+695
6
$6.5M 4.45%
293,555
+89,890
7
$6.44M 4.4%
61,398
+3,024
8
$6.06M 4.15%
108,226
-1,462
9
$5.95M 4.07%
74,047
-126
10
$5.93M 4.06%
117,100
-734
11
$5.37M 3.67%
62,778
-980
12
$3.09M 2.11%
37,592
-507
13
$2.94M 2.01%
138,795
-1,057
14
$2.69M 1.84%
34,911
+120
15
$1.94M 1.33%
91,722
+421
16
$1.84M 1.26%
26,740
-194
17
$1.57M 1.08%
5,218
-264
18
$1.53M 1.05%
11,495
-759
19
$961K 0.66%
29,913
-975
20
$928K 0.63%
68,264
+87
21
$827K 0.57%
+1,240
22
$759K 0.52%
26,440
-1,680
23
$662K 0.45%
14,194
-288
24
$640K 0.44%
15,070
-410
25
$544K 0.37%
24,067
-1,245