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
251
$5.26K ﹤0.01%
25
-25
252
$5.2K ﹤0.01%
200
253
$5.17K ﹤0.01%
100
254
$5.02K ﹤0.01%
60
255
$4.92K ﹤0.01%
400
256
$4.85K ﹤0.01%
25
257
$4.82K ﹤0.01%
63
258
$4.73K ﹤0.01%
51
259
$4.68K ﹤0.01%
70
260
$4.51K ﹤0.01%
136
261
$4.35K ﹤0.01%
220
262
$4.35K ﹤0.01%
75
263
$4.26K ﹤0.01%
77
264
$4.24K ﹤0.01%
100
265
$4.04K ﹤0.01%
96
266
$4K ﹤0.01%
400
267
$3.86K ﹤0.01%
380
268
$3.83K ﹤0.01%
40
269
$3.73K ﹤0.01%
333
270
$3.6K ﹤0.01%
18
271
$3.58K ﹤0.01%
50
272
$3.57K ﹤0.01%
200
273
$3.5K ﹤0.01%
70
274
$3.39K ﹤0.01%
180
275
$3.3K ﹤0.01%
20
9 10
11
12 13