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
101
$20K 0.01%
359
+19
102
$20K 0.01%
395
103
$20K 0.01%
413
104
$20K 0.01%
81
105
$20K 0.01%
1,000
-380
106
$19K 0.01%
117
107
$19K 0.01%
543
108
$19K 0.01%
233
109
$19K 0.01%
723
110
$18K 0.01%
155
-1,120
111
$18K 0.01%
205
-25
112
$18K 0.01%
297
113
$17K 0.01%
167
114
$17K 0.01%
1,310
115
$16K 0.01%
77
116
$16K 0.01%
350
117
$15K 0.01%
100
118
$15K 0.01%
+300
119
$15K 0.01%
400
-220
120
$15K 0.01%
1,608
121
$15K 0.01%
500
122
$15K 0.01%
700
123
$14K 0.01%
62
124
$14K 0.01%
50
125
$14K 0.01%
1,150
3 4
5
6 7