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
326
$607 ﹤0.01%
100
327
$601 ﹤0.01%
68
328
$542 ﹤0.01%
9
329
$501 ﹤0.01%
10
330
$485 ﹤0.01%
10
331
$455 ﹤0.01%
2
332
$439 ﹤0.01%
3
333
$421 ﹤0.01%
265
334
$414 ﹤0.01%
40
335
$405 ﹤0.01%
50
336
$339 ﹤0.01%
15
337
$303 ﹤0.01%
3
-2
338
$271 ﹤0.01%
15
339
$246 ﹤0.01%
5
340
$199 ﹤0.01%
3
341
$181 ﹤0.01%
4
342
$175 ﹤0.01%
3
343
$165 ﹤0.01%
7
344
$144 ﹤0.01%
15
345
$86 ﹤0.01%
2
346
$75 ﹤0.01%
2
347
$66 ﹤0.01%
7
348
$17 ﹤0.01%
4
349
$8 ﹤0.01%
5
350
$0 ﹤0.01%
30
11 12 13
14
15