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
51
$163K 0.07%
733
+540
52
$152K 0.07%
2,375
-100
53
$151K 0.07%
697
54
$151K 0.07%
1,492
55
$144K 0.06%
656
56
$144K 0.06%
6,945
+4,945
57
$138K 0.06%
1,648
58
$134K 0.06%
2,410
59
$131K 0.06%
261
+1
60
$130K 0.06%
6,053
61
$127K 0.06%
1,200
-26,462
62
$122K 0.05%
3,920
-250
63
$121K 0.05%
2,909
64
$118K 0.05%
285
65
$116K 0.05%
1,963
66
$109K 0.05%
309
+174
67
$105K 0.05%
312
68
$104K 0.05%
5,610
-6,309
69
$104K 0.05%
607
+1
70
$99K 0.04%
1,030
+425
71
$96K 0.04%
169
72
$95K 0.04%
1,200
73
$95K 0.04%
616
74
$90K 0.04%
491
75
$87K 0.04%
248
1 2
3
4 5