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
51
$56K 0.04%
1,467
+3
52
$55K 0.04%
748
53
$55K 0.04%
292
54
$54K 0.04%
625
55
$53K 0.04%
738
56
$52K 0.04%
5,294
57
$52K 0.04%
312
-3
58
$51K 0.04%
+960
59
$51K 0.04%
1,250
-25
60
$49K 0.03%
611
61
$49K 0.03%
+4,920
62
$47K 0.03%
483
-5
63
$47K 0.03%
491
64
$45K 0.03%
678
-17
65
$43K 0.03%
300
66
$41K 0.03%
1,292
+2
67
$40K 0.03%
+200
68
$40K 0.03%
400
69
$40K 0.03%
658
70
$38K 0.03%
214
71
$38K 0.03%
1,963
72
$38K 0.03%
253
73
$37K 0.03%
200
74
$35K 0.02%
971
+24
75
$34K 0.02%
1,002
1 2
3
4 5