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
51
$188K 0.09%
2,090
+281
52
$187K 0.09%
980
53
$181K 0.08%
933
+1
54
$175K 0.08%
8,466
-1,200
55
$160K 0.07%
1,588
-200
56
$155K 0.07%
8,200
-13,165
57
$154K 0.07%
855
58
$142K 0.07%
3,345
+2,532
59
$141K 0.07%
411
-250
60
$141K 0.07%
542
-8
61
$139K 0.06%
1,648
62
$138K 0.06%
2,175
63
$137K 0.06%
19,752
64
$136K 0.06%
2,044
65
$128K 0.06%
458
66
$124K 0.06%
1,075
-200
67
$123K 0.06%
3,538
68
$123K 0.06%
2,013
69
$116K 0.05%
738
70
$115K 0.05%
2,415
+50
71
$115K 0.05%
976
-100
72
$110K 0.05%
1,083
-100
73
$110K 0.05%
+1,590
74
$107K 0.05%
5,464
75
$105K 0.05%
+945
1 2
3
4 5