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
26
$567K 0.31%
30,881
+6,730
27
$543K 0.29%
9,505
-3,630
28
$504K 0.27%
22,165
-3,690
29
$502K 0.27%
3,880
+180
30
$487K 0.26%
7,195
+730
31
$469K 0.25%
14,500
+13,000
32
$468K 0.25%
12,077
+1,657
33
$463K 0.25%
+15,855
34
$414K 0.22%
8,477
-160
35
$357K 0.19%
4,138
36
$348K 0.19%
7,900
+5,520
37
$316K 0.17%
4,046
-21
38
$307K 0.17%
1,505
39
$300K 0.16%
2,952
40
$281K 0.15%
2,081
-535
41
$270K 0.15%
1,215
42
$268K 0.14%
6,903
-17,248
43
$245K 0.13%
8,650
+450
44
$237K 0.13%
931
+1
45
$227K 0.12%
1,940
46
$225K 0.12%
8,089
+220
47
$195K 0.1%
1,600
48
$182K 0.1%
2,000
-100
49
$176K 0.09%
372
-5
50
$165K 0.09%
1,825
1
2
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