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
101
$50.3K 0.03%
998
102
$49.6K 0.03%
3,078
-3,486
103
$47.8K 0.03%
460
104
$47K 0.03%
258
105
$46.8K 0.03%
8,000
106
$46.5K 0.03%
511
107
$45.6K 0.02%
613
+1
108
$44.4K 0.02%
658
109
$44.3K 0.02%
96
+20
110
$42K 0.02%
452
111
$42K 0.02%
2,183
-987
112
$41.9K 0.02%
428
113
$41.9K 0.02%
852
-150
114
$41.9K 0.02%
1,663
115
$40.4K 0.02%
400
116
$39.5K 0.02%
96
117
$39.1K 0.02%
308
-122
118
$37.1K 0.02%
120
119
$37K 0.02%
976
120
$36.4K 0.02%
870
121
$35.9K 0.02%
255
122
$35.3K 0.02%
198
+40
123
$34.7K 0.02%
359
124
$34.3K 0.02%
395
125
$34K 0.02%
1,524
3 4
5
6 7