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
$227M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$691K
3
+$615K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$600K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$265K

Top Sells

1
+$2.8M
2
+$372K
3
+$185K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$127K
5
T icon
AT&T
T
+$117K

Sector Composition

1 Technology 1.28%
2 Consumer Staples 1.04%
3 Communication Services 0.86%
4 Financials 0.5%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$933K 0.41%
5,257
+295
27
$717K 0.32%
13,280
+1,700
28
$552K 0.24%
7,718
-1,100
29
$511K 0.22%
14,205
+1,275
30
$497K 0.22%
5,346
31
$449K 0.2%
4,151
-235
32
$368K 0.16%
4,138
33
$366K 0.16%
3,140
+125
34
$365K 0.16%
3,822
-500
35
$333K 0.15%
5,444
-70
36
$324K 0.14%
1,343
37
$310K 0.14%
7,223
38
$304K 0.13%
3,013
-90
39
$300K 0.13%
1,215
40
$260K 0.11%
7,400
41
$243K 0.11%
3,169
+230
42
$237K 0.1%
7,869
43
$234K 0.1%
3,660
+60
44
$229K 0.1%
2,125
45
$222K 0.1%
2,082
46
$200K 0.09%
3,220
47
$197K 0.09%
554
48
$180K 0.08%
929
+34
49
$170K 0.07%
1,020
50
$169K 0.07%
860
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