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
$227M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Sells

1 +$2.8M
2 +$372K
3 +$185K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$127K
5
T icon
AT&T
T
+$117K

Sector Composition

1 Technology 1.28%
2 Consumer Staples 1.04%
3 Communication Services 0.86%
4 Financials 0.5%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$70.7M 31.11%
148,810
+1,455
2
$28.5M 12.54%
71,640
+369
3
$23.5M 10.33%
290,115
-1,177
4
$15.4M 6.76%
441,161
+6,397
5
$12.8M 5.61%
156,999
+3,259
6
$9.91M 4.36%
97,564
-841
7
$9.46M 4.16%
187,333
-3,657
8
$8.1M 3.56%
108,506
+432
9
$5.02M 2.21%
42,605
-229
10
$3.76M 1.66%
67,767
+3,425
11
$3.63M 1.6%
64,798
-6,643
12
$2.14M 0.94%
4,126
+97
13
$2.12M 0.93%
67,755
+19,705
14
$1.68M 0.74%
14,459
+1,731
15
$1.59M 0.7%
26,643
-2,115
16
$1.56M 0.69%
30,600
+30,275
17
$1.54M 0.68%
57,515
+3,300
18
$1.44M 0.63%
27,693
+1,831
19
$1.4M 0.62%
5,056
20
$1.37M 0.6%
14,220
+2
21
$1.35M 0.59%
8,740
+10
22
$1.33M 0.59%
40,440
-1,890
23
$1.12M 0.49%
17,785
+9,500
24
$1.07M 0.47%
29,335
-220
25
$949K 0.42%
2,820