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
$232M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.39%
2 Consumer Staples 0.78%
3 Energy 0.44%
4 Utilities 0.42%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$75.7M 32.63%
132,009
-1,415
2
$23M 9.93%
47,206
-2,380
3
$21.2M 9.12%
231,921
+198
4
$12.3M 5.31%
155,322
+5,874
5
$10.1M 4.36%
199,294
-3,731
6
$9.35M 4.03%
317,780
+24,723
7
$8.67M 3.73%
230,564
+7,740
8
$8.62M 3.72%
85,642
-1,365
9
$8.35M 3.6%
168,076
+1,110
10
$6.02M 2.59%
101,177
+3,600
11
$4.88M 2.1%
34,982
-599
12
$3.31M 1.43%
25,841
+1,301
13
$2.53M 1.09%
23,673
+465
14
$2.38M 1.03%
4,181
+362
15
$2.01M 0.87%
22,876
-506
16
$1.94M 0.83%
48,611
+3,434
17
$1.62M 0.7%
34,332
+1,258
18
$1.4M 0.6%
4,289
-327
19
$1.18M 0.51%
2,747
+58
20
$1.15M 0.49%
13,914
+2
21
$1.13M 0.49%
22,153
+773
22
$1.11M 0.48%
23,412
+874
23
$1.08M 0.47%
49,204
+5,972
24
$1.02M 0.44%
20,137
+809
25
$956K 0.41%
20,541
+901