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
$227M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$691K
3
+$615K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$600K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$265K

Top Sells

1
+$2.8M
2
+$372K
3
+$185K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$127K
5
T icon
AT&T
T
+$117K

Sector Composition

1 Technology 1.28%
2 Consumer Staples 1.04%
3 Communication Services 0.86%
4 Financials 0.5%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5K ﹤0.01%
333
227
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63
228
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229
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220
230
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28
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20
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40
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$4K ﹤0.01%
180
236
$4K ﹤0.01%
51
237
$4K ﹤0.01%
70
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239
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33
-2
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$4K ﹤0.01%
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75
242
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$4K ﹤0.01%
180
245
$4K ﹤0.01%
96
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$4K ﹤0.01%
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$3K ﹤0.01%
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249
$3K ﹤0.01%
45
250
$3K ﹤0.01%
+100
8 9
10
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