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
$142M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$844K
3
+$317K
4
IAU icon
iShares Gold Trust
IAU
+$311K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$286K

Top Sells

1
+$4.42M
2
+$4.34M
3
+$2.6M
4
HDV
iShares Core High Dividend ETF
HDV
+$2.49M
5
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$1.45M

Sector Composition

1 Consumer Staples 1.41%
2 Technology 1.08%
3 Utilities 0.42%
4 Healthcare 0.32%
5 Communication Services 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1K ﹤0.01%
6
277
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45
278
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10
279
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4
+1
280
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9
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500
282
$1K ﹤0.01%
24
283
$1K ﹤0.01%
+4
284
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+31
285
$1K ﹤0.01%
15
+9
286
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50
287
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6
+3
288
$1K ﹤0.01%
10
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68
290
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30
-100
291
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24
292
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25
293
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294
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36
295
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27
+15
296
$1K ﹤0.01%
125
297
$1K ﹤0.01%
15
+5
298
$1K ﹤0.01%
10
299
$1K ﹤0.01%
20
+10
300
$1K ﹤0.01%
+100
10 11
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13 14