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
151
$10K 0.01%
400
152
$10K 0.01%
300
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$10K 0.01%
126
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$10K 0.01%
+500
155
$10K 0.01%
87
156
$10K 0.01%
165
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$10K 0.01%
150
+100
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$10K 0.01%
660
159
$9K 0.01%
170
-80
160
$9K 0.01%
+303
161
$8K 0.01%
150
162
$8K 0.01%
65
163
$8K 0.01%
135
164
$7K ﹤0.01%
54
165
$7K ﹤0.01%
1,200
166
$7K ﹤0.01%
200
167
$7K ﹤0.01%
41
168
$7K ﹤0.01%
120
-40
169
$7K ﹤0.01%
+100
170
$7K ﹤0.01%
+289
171
$7K ﹤0.01%
150
172
$6K ﹤0.01%
+59
173
$6K ﹤0.01%
+117
174
$6K ﹤0.01%
175
+40
175
$6K ﹤0.01%
210
5 6
7
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