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
201
$4K ﹤0.01%
180
-157,565
202
$4K ﹤0.01%
+60
203
$4K ﹤0.01%
46
-30
204
$3K ﹤0.01%
+120
205
$3K ﹤0.01%
70
206
$3K ﹤0.01%
300
207
$3K ﹤0.01%
20
-9
208
$3K ﹤0.01%
25
209
$3K ﹤0.01%
76
210
$3K ﹤0.01%
50
211
$3K ﹤0.01%
+33
212
$3K ﹤0.01%
25
213
$3K ﹤0.01%
60
-192
214
$3K ﹤0.01%
93
215
$3K ﹤0.01%
25
+16
216
$3K ﹤0.01%
+120
217
$3K ﹤0.01%
100
218
$3K ﹤0.01%
200
219
$3K ﹤0.01%
28
220
$3K ﹤0.01%
25
221
$3K ﹤0.01%
50
222
$3K ﹤0.01%
30
223
$3K ﹤0.01%
150
+70
224
$3K ﹤0.01%
50
+10
225
$2K ﹤0.01%
+200
7 8
9
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