LWA

Lowe Wealth Advisors Portfolio holdings

AUM $274M
1-Year Est. Return 14.31%
This Fund
S&P 500
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
+$1.37M
2
+$668K
3
+$607K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$585K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$266K

Top Sells

1
+$2.75M
2
+$374K
3
+$185K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$131K
5
T icon
AT&T
T
+$118K

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
276
$2K ﹤0.01%
49
277
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10
278
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30
279
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25
280
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36
281
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20
282
$1K ﹤0.01%
25
283
$1K ﹤0.01%
45
284
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50
285
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14
286
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+100
287
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9
288
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45
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10
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9
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$1K ﹤0.01%
+6
292
$1K ﹤0.01%
12
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$1K ﹤0.01%
50
294
$1K ﹤0.01%
+80
295
$1K ﹤0.01%
15
296
– –
-1
297
– –
-50
298
$0 ﹤0.01%
4
299
$0 ﹤0.01%
5
300
$0 ﹤0.01%
15
9 10 11
12
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