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
51
$60K 0.04%
+1,100
52
$56K 0.04%
1,467
+3
53
$55K 0.04%
748
54
$55K 0.04%
292
55
$54K 0.04%
625
56
$53K 0.04%
738
57
$52K 0.04%
5,294
58
$52K 0.04%
312
-3
59
$51K 0.04%
+960
60
$51K 0.04%
1,250
-25
61
$49K 0.03%
611
62
$49K 0.03%
+4,920
63
$47K 0.03%
491
64
$47K 0.03%
483
-5
65
$45K 0.03%
678
-17
66
$43K 0.03%
300
67
$41K 0.03%
1,292
+2
68
$40K 0.03%
+200
69
$40K 0.03%
400
70
$40K 0.03%
658
71
$38K 0.03%
214
72
$38K 0.03%
1,963
73
$38K 0.03%
253
74
$37K 0.03%
200
75
$35K 0.02%
971
+24
1 2
3
4 5