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
76
$87K 0.04%
738
77
$84K 0.04%
688
78
$76K 0.03%
1,401
-125
79
$73K 0.03%
1,302
+1
80
$72K 0.03%
991
81
$71K 0.03%
423
82
$71K 0.03%
525
83
$67K 0.03%
+5,300
84
$66K 0.03%
3,200
85
$66K 0.03%
568
86
$65K 0.03%
960
87
$65K 0.03%
1,000
88
$63K 0.03%
1,495
89
$62K 0.03%
308
90
$61K 0.03%
412
91
$61K 0.03%
200
92
$58K 0.03%
5,294
93
$54K 0.02%
400
94
$53K 0.02%
200
95
$53K 0.02%
3,000
+1,000
96
$52K 0.02%
1,150
97
$51K 0.02%
568
98
$50K 0.02%
167
99
$49K 0.02%
1,002
100
$48K 0.02%
1,818
-275
2 3
4
5 6