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
276
$3.25K ﹤0.01%
200
277
$3.23K ﹤0.01%
25
278
$3.18K ﹤0.01%
180
279
$3.15K ﹤0.01%
44
280
$3.11K ﹤0.01%
30
281
$3.07K ﹤0.01%
50
282
$2.99K ﹤0.01%
18
283
$2.9K ﹤0.01%
200
-1,100
284
$2.89K ﹤0.01%
45
285
$2.87K ﹤0.01%
50
286
$2.86K ﹤0.01%
40
287
$2.86K ﹤0.01%
10
-20
288
$2.68K ﹤0.01%
206
289
$2.66K ﹤0.01%
79
290
$2.63K ﹤0.01%
30
-36
291
$2.5K ﹤0.01%
40
292
$2.47K ﹤0.01%
110
293
$2.13K ﹤0.01%
+26
294
$2.05K ﹤0.01%
500
295
$1.87K ﹤0.01%
+50
296
$1.82K ﹤0.01%
5
297
$1.73K ﹤0.01%
25
298
$1.68K ﹤0.01%
150
299
$1.62K ﹤0.01%
20
300
$1.57K ﹤0.01%
49
10 11
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