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
126
$15K 0.01%
200
127
$15K 0.01%
200
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$15K 0.01%
+403
129
$15K 0.01%
381
130
$14K 0.01%
600
131
$14K 0.01%
189
+21
132
$14K 0.01%
57
133
$14K 0.01%
+340
134
$14K 0.01%
245
135
$14K 0.01%
439
136
$14K 0.01%
150
137
$14K 0.01%
135
+75
138
$14K 0.01%
200
139
$13K 0.01%
165
+1
140
$13K 0.01%
110
+100
141
$13K 0.01%
189
+24
142
$13K 0.01%
475
143
$12K 0.01%
220
+82
144
$12K 0.01%
+252
145
$12K 0.01%
775
146
$12K 0.01%
+150
147
$11K 0.01%
406
148
$11K 0.01%
120
149
$11K 0.01%
316
-87
150
$10K 0.01%
125
4 5
6
7 8