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
76
$105K 0.05%
2,493
-52
77
$104K 0.05%
658
-88
78
$101K 0.05%
1,108
79
$101K 0.05%
491
80
$99.2K 0.05%
259
81
$98.7K 0.05%
217
-85
82
$87.5K 0.04%
1,070
-280
83
$87.5K 0.04%
1,638
+751
84
$84.6K 0.04%
800
85
$83.7K 0.04%
1,533
+2
86
$82.2K 0.04%
667
87
$81.4K 0.04%
4,000
88
$81.3K 0.04%
2,864
89
$80.6K 0.04%
1,961
+980
90
$79.1K 0.04%
1,792
91
$79K 0.04%
646
-100
92
$78.2K 0.04%
1,117
93
$74.2K 0.03%
562
-55
94
$73.2K 0.03%
167
95
$72.3K 0.03%
248
96
$67.6K 0.03%
2,410
97
$67.1K 0.03%
412
98
$62.5K 0.03%
1,330
99
$61.5K 0.03%
452
100
$61.2K 0.03%
628
2 3
4
5 6