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
$160M
AUM Growth
+$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$215K
2
+$93.5K
3
+$91.4K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$57.6K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$54.4K

Top Sells

1
+$1.79M
2
+$821K
3
+$73.2K
4
T icon
AT&T
T
+$56K
5
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$54.8K

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
26
$719K 0.45%
2,319
+101
27
$369K 0.23%
7,192
-788
28
$364K 0.23%
2,702
29
$357K 0.22%
9,264
+1,028
30
$279K 0.17%
3,408
+161
31
$267K 0.17%
2,709
+101
32
$263K 0.16%
5,833
-77
33
$247K 0.15%
3,310
+1
34
$242K 0.15%
16,135
+68
35
$189K 0.12%
9,910
36
$180K 0.11%
5,008
37
$161K 0.1%
1,448
-182
38
$149K 0.09%
1,055
39
$145K 0.09%
7,520
40
$139K 0.09%
1,269
+125
41
$133K 0.08%
1,215
42
$128K 0.08%
865
-25
43
$123K 0.08%
1,044
44
$121K 0.08%
3,220
45
$118K 0.07%
1,935
-364
46
$109K 0.07%
2,194
-232
47
$101K 0.06%
1,116
+256
48
$95K 0.06%
6,053
49
$81K 0.05%
1,798
50
$75K 0.05%
1,390
+201
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