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
126
$14K 0.01%
334
127
$14K 0.01%
1,799
128
$13K 0.01%
216
+2
129
$13K 0.01%
+500
130
$13K 0.01%
75
131
$13K 0.01%
375
+300
132
$12K 0.01%
161
133
$12K 0.01%
50
134
$12K 0.01%
70
135
$12K 0.01%
381
136
$11K 0.01%
65
137
$11K 0.01%
245
138
$11K 0.01%
158
139
$11K 0.01%
650
-200
140
$11K 0.01%
300
141
$10K 0.01%
400
142
$10K 0.01%
2,000
143
$10K 0.01%
65
144
$10K 0.01%
384
145
$10K 0.01%
316
146
$10K 0.01%
200
147
$9K 0.01%
200
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148
$9K 0.01%
170
-100
149
$9K 0.01%
290
+20
150
$9K 0.01%
27
4 5
6
7 8