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
$215M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$833K
2
+$395K
3
+$381K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$313K
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$289K

Top Sells

1
+$2.02M
2
+$474K
3
+$381K
4
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$249K
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$243K

Sector Composition

1 Technology 1.5%
2 Consumer Staples 0.8%
3 Energy 0.52%
4 Financials 0.38%
5 Utilities 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$798K 0.37%
41,023
+4,063
27
$732K 0.34%
14,741
-265
28
$678K 0.32%
11,660
+3,705
29
$624K 0.29%
19,257
+5,072
30
$596K 0.28%
3,476
-100
31
$574K 0.27%
4,938
32
$419K 0.2%
8,828
-42,479
33
$405K 0.19%
5,457
-877
34
$326K 0.15%
672
35
$323K 0.15%
9,470
+725
36
$321K 0.15%
6,225
-1,030
37
$306K 0.14%
4,138
38
$303K 0.14%
1,215
39
$292K 0.14%
2,654
-25
40
$289K 0.13%
1,436
-25
41
$265K 0.12%
4,060
-200
42
$265K 0.12%
4,040
-285
43
$263K 0.12%
10,040
-125
44
$244K 0.11%
2,402
45
$223K 0.1%
8,089
46
$219K 0.1%
+7,243
47
$218K 0.1%
8,100
+100
48
$211K 0.1%
1,365
+540
49
$197K 0.09%
1,220
-380
50
$196K 0.09%
2,266
+460
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