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
276
$1.24K ﹤0.01%
+24
277
$1.17K ﹤0.01%
30
278
$1.15K ﹤0.01%
30
279
$1.14K ﹤0.01%
700
280
$961 ﹤0.01%
2
281
$958 ﹤0.01%
68
282
$914 ﹤0.01%
3
283
$811 ﹤0.01%
14
284
$784 ﹤0.01%
9
285
$752 ﹤0.01%
21
-125
286
$588 ﹤0.01%
9
287
$543 ﹤0.01%
+13
288
$542 ﹤0.01%
10
289
$500 ﹤0.01%
2
290
$472 ﹤0.01%
75
291
$466 ﹤0.01%
7
292
$437 ﹤0.01%
3
293
$385 ﹤0.01%
25
294
$361 ﹤0.01%
3
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$340 ﹤0.01%
15
296
$331 ﹤0.01%
15
297
$267 ﹤0.01%
3
298
$248 ﹤0.01%
10
299
$245 ﹤0.01%
2
300
$211 ﹤0.01%
5
9 10 11
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