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
76
$34K 0.02%
1,002
77
$34K 0.02%
423
+405
78
$33K 0.02%
200
79
$31K 0.02%
410
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$30K 0.02%
+400
81
$29K 0.02%
453
82
$29K 0.02%
308
83
$28K 0.02%
108
84
$28K 0.02%
+600
85
$28K 0.02%
+1,100
86
$27K 0.02%
220
-20
87
$26K 0.02%
800
88
$24K 0.02%
610
89
$23K 0.02%
694
-235
90
$23K 0.02%
+300
91
$23K 0.02%
699
92
$22K 0.02%
277
93
$22K 0.02%
500
94
$22K 0.02%
+800
95
$22K 0.02%
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96
$21K 0.01%
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97
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98
$21K 0.01%
1,524
99
$20K 0.01%
+360
100
$20K 0.01%
2,909
2 3
4
5 6