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
$186M
AUM Growth
+$4.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$843K
2
+$463K
3
+$421K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$277K
5
PXF icon
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
+$243K

Top Sells

1
+$1.16M
2
+$992K
3
+$770K
4
VZ icon
Verizon
VZ
+$671K
5
KRBN icon
KraneShares Global Carbon Strategy ETF
KRBN
+$545K

Sector Composition

1 Technology 1.37%
2 Consumer Staples 1.01%
3 Energy 0.59%
4 Healthcare 0.47%
5 Utilities 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.65K ﹤0.01%
100
-28
227
$7.6K ﹤0.01%
62
228
$7.51K ﹤0.01%
100
-129
229
$7.47K ﹤0.01%
100
230
$7.44K ﹤0.01%
185
231
$7.42K ﹤0.01%
183
232
$7.32K ﹤0.01%
281
233
$7.14K ﹤0.01%
175
-50
234
$7.1K ﹤0.01%
227
235
$7.04K ﹤0.01%
35
236
$7.03K ﹤0.01%
225
237
$6.95K ﹤0.01%
250
238
$6.95K ﹤0.01%
46
239
$6.94K ﹤0.01%
100
240
$6.38K ﹤0.01%
262
241
$5.82K ﹤0.01%
531
242
$5.79K ﹤0.01%
180
243
$5.7K ﹤0.01%
175
244
$5.5K ﹤0.01%
50
245
$5.42K ﹤0.01%
221
246
$5.4K ﹤0.01%
204
247
$5.32K ﹤0.01%
190
248
$5.29K ﹤0.01%
444
249
$5.29K ﹤0.01%
70
250
$5.27K ﹤0.01%
85
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