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
101
$48K 0.02%
1,500
102
$48K 0.02%
1,002
103
$46K 0.02%
96
104
$46K 0.02%
1,524
105
$45K 0.02%
511
106
$45K 0.02%
1,663
107
$45K 0.02%
658
108
$44K 0.02%
1,125
109
$43K 0.02%
65
110
$41K 0.02%
359
111
$41K 0.02%
+163
112
$41K 0.02%
665
113
$41K 0.02%
610
114
$40K 0.02%
255
115
$39K 0.02%
870
116
$39K 0.02%
383
+101
117
$38K 0.02%
395
118
$37K 0.02%
100
119
$36K 0.02%
120
+20
120
$35K 0.02%
+225
121
$34K 0.02%
8,000
122
$33K 0.01%
124
123
$31K 0.01%
75
124
$31K 0.01%
700
125
$31K 0.01%
230
3 4
5
6 7