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
76
$35K 0.02%
720
+240
77
$34K 0.02%
+260
78
$33K 0.02%
115
+100
79
$32K 0.02%
+660
80
$32K 0.02%
126
+101
81
$32K 0.02%
1,252
+972
82
$32K 0.02%
350
83
$32K 0.02%
+332
84
$32K 0.02%
700
85
$31K 0.02%
157
+107
86
$31K 0.02%
658
87
$30K 0.02%
1,583
88
$30K 0.02%
+610
89
$29K 0.02%
640
90
$29K 0.02%
2,385
+385
91
$29K 0.02%
1,119
+6
92
$28K 0.02%
+388
93
$28K 0.02%
200
94
$28K 0.02%
1,215
+150
95
$28K 0.02%
+150
96
$27K 0.02%
950
97
$26K 0.02%
2,670
98
$26K 0.02%
180
99
$25K 0.02%
167
100
$25K 0.02%
1,400
2 3
4
5 6