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

Top Buys

1
+$3.34M
2
+$648K
3
+$311K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$281K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$267K

Top Sells

1
+$3.58M
2
+$3.5M
3
+$2.6M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$2.01M
5
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$1.13M

Sector Composition

1 Consumer Staples 1.41%
2 Technology 1.08%
3 Utilities 0.42%
4 Industrials 0.39%
5 Healthcare 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$239K 0.17%
706
-200
27
$220K 0.15%
5,796
+3,768
28
$213K 0.15%
4,366
29
$210K 0.15%
3,150
30
$187K 0.13%
3,492
-700
31
$168K 0.12%
6,800
+6,600
32
$166K 0.12%
1,215
33
$162K 0.11%
+10,100
34
$151K 0.11%
2,818
+203
35
$146K 0.1%
3,220
36
$138K 0.1%
1,420
+1,020
37
$126K 0.09%
976
+250
38
$123K 0.09%
761
+600
39
$118K 0.08%
892
+800
40
$103K 0.07%
1,410
-7
41
$101K 0.07%
4,598
+529
42
$91K 0.06%
2,410
+500
43
$86K 0.06%
6,553
+500
44
$84K 0.06%
1,898
45
$84K 0.06%
860
-60
46
$82K 0.06%
625
-52
47
$80K 0.06%
677
-100
48
$70K 0.05%
1,708
-400
49
$64K 0.05%
2,622
+1,000
50
$61K 0.04%
3,070
+1,575
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