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
101
$25K 0.02%
400
+150
102
$23K 0.01%
125
103
$23K 0.01%
480
104
$23K 0.01%
138
-17
105
$23K 0.01%
395
106
$23K 0.01%
413
-57
107
$22K 0.01%
460
108
$21K 0.01%
+100
109
$21K 0.01%
176
+151
110
$21K 0.01%
300
111
$21K 0.01%
8,000
112
$20K 0.01%
233
113
$19K 0.01%
555
+500
114
$19K 0.01%
723
115
$19K 0.01%
124
116
$19K 0.01%
148
-60
117
$18K 0.01%
200
118
$17K 0.01%
720
+10
119
$17K 0.01%
150
+32
120
$17K 0.01%
1,310
121
$16K 0.01%
100
122
$16K 0.01%
500
123
$16K 0.01%
231
124
$16K 0.01%
+101
125
$16K 0.01%
+1,000
3 4
5
6 7