LWA
Lowe Wealth Advisors Portfolio holdings
AUM
$256M
This Quarter Return
+4.26%
1 Year Return
+13.41%
3 Year Return
+46.17%
5 Year Return
+69.22%
10 Year Return
+145.52%
AUM
$147M
AUM Growth
+$147M
(+11%)
Cap. Flow
+$9.01M
Cap. Flow
% of AUM
6.13%
Top 10 Holdings %
Top 10 Hldgs %
75.12%
Holding
261
New
22
Increased
40
Reduced
23
Closed
19
Top Buys
Top Sells
| 1 |
WisdomTree US AI Enhanced Value Fund
AIVL
|
$656K |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$217K |
| 3 |
iShares Russell 3000 ETF
IWV
|
$165K |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
$122K |
| 5 |
Vanguard Value ETF
VTV
|
$96K |
Sector Composition
| 1 | Communication Services | 1.31% |
| 2 | Consumer Staples | 0.86% |
| 3 | Materials | 0.6% |
| 4 | Technology | 0.44% |
| 5 | Healthcare | 0.4% |
