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
126
$14K 0.01%
1,799
127
$13K 0.01%
216
+2
128
$13K 0.01%
+500
129
$13K 0.01%
75
130
$13K 0.01%
375
+300
131
$12K 0.01%
161
132
$12K 0.01%
50
133
$12K 0.01%
70
134
$12K 0.01%
381
135
$11K 0.01%
158
136
$11K 0.01%
650
-200
137
$11K 0.01%
300
138
$11K 0.01%
65
139
$11K 0.01%
245
140
$10K 0.01%
400
141
$10K 0.01%
2,000
142
$10K 0.01%
65
143
$10K 0.01%
384
144
$10K 0.01%
316
145
$10K 0.01%
200
146
$9K 0.01%
200
+10
147
$9K 0.01%
160
148
$9K 0.01%
160
149
$9K 0.01%
170
-100
150
$9K 0.01%
290
+20
4 5
6
7 8