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
251
$3K ﹤0.01%
+80
252
$3K ﹤0.01%
44
253
$3K ﹤0.01%
50
254
$3K ﹤0.01%
48
255
$3K ﹤0.01%
100
256
$3K ﹤0.01%
18
257
$3K ﹤0.01%
100
258
$3K ﹤0.01%
50
259
$3K ﹤0.01%
418
+350
260
$3K ﹤0.01%
200
261
$3K ﹤0.01%
265
262
$2K ﹤0.01%
30
263
$2K ﹤0.01%
99
264
$2K ﹤0.01%
25
-115
265
$2K ﹤0.01%
+50
266
$2K ﹤0.01%
+103
267
$2K ﹤0.01%
110
268
$2K ﹤0.01%
+40
269
$2K ﹤0.01%
5
270
$2K ﹤0.01%
500
271
$2K ﹤0.01%
24
272
$2K ﹤0.01%
21
273
$2K ﹤0.01%
+75
274
$2K ﹤0.01%
25
275
$2K ﹤0.01%
+100
9 10
11
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