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
151
$9K 0.01%
27
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$9K 0.01%
750
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250
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161
+26
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$9K 0.01%
570
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102
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+200
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-300
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36
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163
$8K 0.01%
200
164
$8K 0.01%
+5,291
165
$8K 0.01%
52
-46
166
$8K 0.01%
177
167
$7K ﹤0.01%
290
-40
168
$7K ﹤0.01%
36
169
$7K ﹤0.01%
550
-100
170
$7K ﹤0.01%
237
+120
171
$7K ﹤0.01%
365
172
$7K ﹤0.01%
775
173
$7K ﹤0.01%
+600
174
$7K ﹤0.01%
165
175
$7K ﹤0.01%
79
5 6
7
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