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
176
$6K ﹤0.01%
110
177
$6K ﹤0.01%
+531
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50
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$5K ﹤0.01%
75
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50
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+54
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115
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+50
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50
+15
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$5K ﹤0.01%
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$4K ﹤0.01%
100
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78
-10
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$4K ﹤0.01%
+213
198
$4K ﹤0.01%
29
199
$3K ﹤0.01%
50
200
$3K ﹤0.01%
96
6 7
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9 10