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
101
$20K 0.01%
395
102
$20K 0.01%
413
103
$20K 0.01%
81
104
$20K 0.01%
1,000
-380
105
$19K 0.01%
117
106
$19K 0.01%
543
107
$19K 0.01%
233
108
$19K 0.01%
723
109
$18K 0.01%
155
-1,120
110
$18K 0.01%
205
-25
111
$18K 0.01%
297
112
$17K 0.01%
167
113
$17K 0.01%
1,310
114
$16K 0.01%
77
115
$16K 0.01%
350
116
$15K 0.01%
+300
117
$15K 0.01%
100
118
$15K 0.01%
400
-220
119
$15K 0.01%
1,608
120
$15K 0.01%
500
121
$15K 0.01%
700
122
$14K 0.01%
62
123
$14K 0.01%
50
124
$14K 0.01%
1,150
125
$14K 0.01%
334
3 4
5
6 7