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
76
$95.6K 0.05%
1,156
77
$95.5K 0.05%
1,117
78
$93.7K 0.05%
935
-25
79
$89.6K 0.05%
842
-344
80
$83.8K 0.05%
3,050
+50
81
$79.3K 0.04%
269
82
$79.1K 0.04%
+3,225
83
$78.2K 0.04%
667
-100
84
$73K 0.04%
147
-5
85
$72.8K 0.04%
248
86
$72K 0.04%
491
87
$71.2K 0.04%
1,525
+2
88
$62.9K 0.03%
900
89
$62.6K 0.03%
224
90
$61.6K 0.03%
297
-12
91
$59.3K 0.03%
1,503
92
$59.1K 0.03%
823
-177
93
$58.3K 0.03%
5,294
94
$57.4K 0.03%
200
95
$56.9K 0.03%
412
96
$56.7K 0.03%
3,000
97
$56K 0.03%
800
98
$52.8K 0.03%
423
99
$52K 0.03%
1,592
100
$51.2K 0.03%
167
2 3
4
5 6