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
101
$59.5K 0.03%
400
102
$59.3K 0.03%
81
-28
103
$58K 0.03%
204
-12
104
$57.7K 0.03%
2,124
105
$56.3K 0.03%
1,781
106
$55.6K 0.03%
112
107
$55.6K 0.03%
+512
108
$55.4K 0.03%
224
109
$55.1K 0.03%
423
110
$53.4K 0.02%
1,490
111
$50.5K 0.02%
120
112
$50.5K 0.02%
600
-300
113
$49.8K 0.02%
308
114
$48.5K 0.02%
200
115
$48.1K 0.02%
2,116
116
$48K 0.02%
5,294
117
$47.3K 0.02%
90
-6
118
$46.9K 0.02%
500
119
$46.7K 0.02%
340
-150
120
$46.2K 0.02%
1,500
-1,115
121
$45.7K 0.02%
625
122
$45.7K 0.02%
300
123
$45.2K 0.02%
258
124
$44K 0.02%
732
125
$44K 0.02%
511
3 4
5
6 7