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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
$186M
AUM Growth
+$4.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$841K
2
+$460K
3
+$393K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$275K
5
PXF icon
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
+$243K

Top Sells

1
+$1.14M
2
+$1.03M
3
+$750K
4
VZ icon
Verizon
VZ
+$680K
5
KRBN icon
KraneShares Global Carbon Strategy ETF
KRBN
+$530K

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
351
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-200
352
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-40
353
– –
-25
354
– –
-3
355
– –
-3,300
356
– –
-850
357
– –
-298
358
– –
-200
359
– –
-10
360
$0 ﹤0.01%
100
361
$0 ﹤0.01%
30
362
– –
-860
363
– –
-200
364
– –
-14
365
– –
-14
366
– –
-225
367
– –
-4,700
11 12 13 14
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