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
51
$165K 0.09%
661
-100
52
$159K 0.09%
1,916
-11,943
53
$158K 0.09%
1,022
-112
54
$147K 0.08%
606
+384
55
$142K 0.08%
672
-10
56
$140K 0.08%
2,865
-100
57
$139K 0.08%
2,857
58
$134K 0.07%
6,053
59
$132K 0.07%
1,005
-25
60
$130K 0.07%
3,290
-13,750
61
$128K 0.07%
3,773
-4,300
62
$126K 0.07%
2,038
63
$124K 0.07%
1,205
-70
64
$124K 0.07%
2,275
+275
65
$123K 0.07%
2,175
66
$123K 0.07%
656
67
$122K 0.07%
542
68
$122K 0.07%
1,168
69
$120K 0.06%
738
70
$112K 0.06%
1,222
-270
71
$111K 0.06%
1,350
72
$111K 0.06%
2,709
-450
73
$105K 0.06%
1,648
74
$104K 0.06%
221
-11
75
$96.5K 0.05%
925
1 2
3
4 5