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
$215M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$833K
2
+$395K
3
+$381K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$313K
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$289K

Top Sells

1
+$2.02M
2
+$474K
3
+$381K
4
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$249K
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$243K

Sector Composition

1 Technology 1.5%
2 Consumer Staples 0.8%
3 Energy 0.52%
4 Financials 0.38%
5 Utilities 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.57K ﹤0.01%
51
227
$7.47K ﹤0.01%
262
228
$7.42K ﹤0.01%
30
229
$7.22K ﹤0.01%
479
230
$7.02K ﹤0.01%
204
231
$6.92K ﹤0.01%
+131
232
$6.78K ﹤0.01%
100
233
$6.72K ﹤0.01%
100
234
$6.68K ﹤0.01%
112
235
$6.63K ﹤0.01%
50
236
$6.58K ﹤0.01%
77
237
$6.54K ﹤0.01%
50
238
$6.38K ﹤0.01%
105
+35
239
$6.36K ﹤0.01%
229
240
$6.17K ﹤0.01%
30
241
$6.05K ﹤0.01%
225
242
$5.77K ﹤0.01%
85
243
$5.72K ﹤0.01%
79
244
$5.58K ﹤0.01%
221
245
$5.42K ﹤0.01%
18
246
$5.08K ﹤0.01%
30
247
$4.63K ﹤0.01%
110
248
$4.56K ﹤0.01%
639
249
$4.54K ﹤0.01%
18
250
$4.18K ﹤0.01%
566
8 9
10
11 12