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
251
$4.06K ﹤0.01%
81
-113
252
$3.99K ﹤0.01%
50
253
$3.91K ﹤0.01%
43
254
$3.72K ﹤0.01%
25
255
$3.68K ﹤0.01%
20
256
$3.66K ﹤0.01%
180
257
$3.65K ﹤0.01%
40
258
$3.54K ﹤0.01%
20
259
$3.51K ﹤0.01%
44
260
$3.5K ﹤0.01%
120
261
$3.43K ﹤0.01%
25
262
$3.33K ﹤0.01%
180
263
$3.23K ﹤0.01%
400
264
$2.66K ﹤0.01%
531
265
$2.65K ﹤0.01%
30
266
$2.27K ﹤0.01%
+16
267
$2.02K ﹤0.01%
6
268
$1.95K ﹤0.01%
5
269
$1.72K ﹤0.01%
150
270
$1.66K ﹤0.01%
200
271
$1.59K ﹤0.01%
50
272
$1.53K ﹤0.01%
20
273
$1.45K ﹤0.01%
10
274
$1.44K ﹤0.01%
206
-2,297
275
$1.24K ﹤0.01%
35
9 10
11
12 13