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LWA

Lowe Wealth Advisors Portfolio holdings

AUM $274M
1-Year Est. Return 14.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
+$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$215K
2
+$94.8K
3
+$88.2K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$56.1K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$52.7K

Top Sells

1
+$1.76M
2
+$813K
3
+$73.3K
4
T icon
AT&T
T
+$53.8K
5
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$53.8K

Sector Composition

1 Communication Services 0.89%
2 Consumer Staples 0.87%
3 Materials 0.85%
4 Industrials 0.79%
5 Financials 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1K ﹤0.01%
68
+1
227
$1K ﹤0.01%
40
228
$1K ﹤0.01%
30
-481
229
$1K ﹤0.01%
32
230
$1K ﹤0.01%
36
231
$1K ﹤0.01%
22
232
$1K ﹤0.01%
10
233
$1K ﹤0.01%
+300
234
$1K ﹤0.01%
20
235
$1K ﹤0.01%
+86
236
$1K ﹤0.01%
+150
237
$1K ﹤0.01%
25
238
$1K ﹤0.01%
12
239
$1K ﹤0.01%
9
240
$1K ﹤0.01%
50
241
$1K ﹤0.01%
30
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$1K ﹤0.01%
119
243
$1K ﹤0.01%
10
244
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-45
245
– –
-18
246
– –
-31
247
$0 ﹤0.01%
5
248
$0 ﹤0.01%
4
249
$0 ﹤0.01%
9
250
$0 ﹤0.01%
7
7 8 9
10
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