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
1
$38.7M 27.28%
150,309
-1,128
2
$19.4M 13.68%
359,622
-14,624
3
$14.9M 10.49%
78,255
-4,396
4
$11.3M 7.95%
374,784
+10,303
5
$9.8M 6.9%
123,931
+3,555
6
$7.91M 5.57%
79,958
+2,275
7
$6.68M 4.7%
60,341
+30,177
8
$5.17M 3.64%
103,732
-1,495
9
$4.4M 3.1%
69,750
-5,868
10
$2.92M 2.06%
45,238
-17,437
11
$2.91M 2.05%
58,611
+2,033
12
$2.19M 1.54%
94,918
+11,588
13
$1.21M 0.85%
4,597
-302
14
$1.2M 0.85%
15,054
-44,818
15
$1.2M 0.84%
29,567
+119
16
$1.07M 0.75%
7,185
-695
17
$1M 0.71%
14,212
+2
18
$660K 0.46%
40,755
+200
19
$656K 0.46%
5,728
+5,660
20
$454K 0.32%
2,879
-444
21
$446K 0.31%
7,020
+732
22
$421K 0.3%
5,889
-28,178
23
$386K 0.27%
5,422
24
$361K 0.25%
15,955
+2,665
25
$301K 0.21%
4,138
1
2 3 4 5