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
301
$1.51K ﹤0.01%
26
302
$1.47K ﹤0.01%
6
303
$1.45K ﹤0.01%
900
304
$1.36K ﹤0.01%
20
305
$1.33K ﹤0.01%
41
306
$1.33K ﹤0.01%
38
307
$1.31K ﹤0.01%
250
308
$1.31K ﹤0.01%
10
309
$1.18K ﹤0.01%
50
310
$1.14K ﹤0.01%
+30
311
$1.05K ﹤0.01%
100
312
$1.02K ﹤0.01%
30
313
$974 ﹤0.01%
99
314
$886 ﹤0.01%
12
315
$779 ﹤0.01%
100
316
$767 ﹤0.01%
14
317
$760 ﹤0.01%
200
318
$752 ﹤0.01%
+2
319
$732 ﹤0.01%
45
320
$726 ﹤0.01%
9
321
$691 ﹤0.01%
+3
322
$664 ﹤0.01%
45
323
$656 ﹤0.01%
25
324
$615 ﹤0.01%
25
325
$614 ﹤0.01%
75
11 12
13
14 15