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
201
$4K ﹤0.01%
+60
202
$4K ﹤0.01%
92
-60
203
$3K ﹤0.01%
20
-9
204
$3K ﹤0.01%
60
-192
205
$3K ﹤0.01%
93
206
$3K ﹤0.01%
25
+16
207
$3K ﹤0.01%
+120
208
$3K ﹤0.01%
100
209
$3K ﹤0.01%
200
210
$3K ﹤0.01%
28
211
$3K ﹤0.01%
25
212
$3K ﹤0.01%
76
213
$3K ﹤0.01%
50
214
$3K ﹤0.01%
+33
215
$3K ﹤0.01%
25
216
$3K ﹤0.01%
+120
217
$3K ﹤0.01%
70
218
$3K ﹤0.01%
300
219
$3K ﹤0.01%
25
220
$3K ﹤0.01%
50
221
$3K ﹤0.01%
30
222
$3K ﹤0.01%
150
+70
223
$3K ﹤0.01%
50
+10
224
$2K ﹤0.01%
20
-25
225
$2K ﹤0.01%
138
-82
7 8
9
10 11