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
51
$72K 0.05%
1,242
52
$71K 0.04%
546
53
$66K 0.04%
508
+101
54
$65K 0.04%
1,887
-82
55
$64K 0.04%
1,674
56
$61K 0.04%
5,294
57
$60K 0.04%
300
58
$60K 0.04%
947
59
$58K 0.04%
913
+275
60
$55K 0.03%
588
61
$55K 0.03%
1,375
+1
62
$53K 0.03%
312
63
$53K 0.03%
594
64
$50K 0.03%
282
65
$49K 0.03%
1,269
-422
66
$48K 0.03%
2,892
+182
67
$45K 0.03%
1,002
+720
68
$44K 0.03%
699
69
$43K 0.03%
3,065
70
$42K 0.03%
334
71
$40K 0.03%
491
72
$40K 0.03%
928
73
$39K 0.02%
800
74
$37K 0.02%
200
75
$36K 0.02%
511
1 2
3
4 5