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
76
$34K 0.02%
423
+405
77
$33K 0.02%
200
78
$31K 0.02%
410
79
$30K 0.02%
+400
80
$29K 0.02%
453
81
$29K 0.02%
308
82
$28K 0.02%
108
83
$28K 0.02%
+600
84
$28K 0.02%
+1,100
85
$27K 0.02%
220
-20
86
$26K 0.02%
800
87
$24K 0.02%
610
88
$23K 0.02%
694
-235
89
$23K 0.02%
+300
90
$23K 0.02%
699
91
$22K 0.02%
277
92
$22K 0.02%
500
93
$22K 0.02%
+800
94
$22K 0.02%
8,000
95
$21K 0.01%
995
-202
96
$21K 0.01%
+1,200
97
$21K 0.01%
1,524
98
$20K 0.01%
359
+19
99
$20K 0.01%
+360
100
$20K 0.01%
2,909
2 3
4
5 6