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
126
$30K 0.01%
215
127
$29K 0.01%
500
128
$29K 0.01%
699
129
$28K 0.01%
216
130
$27K 0.01%
543
131
$27K 0.01%
105
-50
132
$26K 0.01%
1,200
133
$26K 0.01%
634
134
$26K 0.01%
165
+115
135
$26K 0.01%
187
136
$25K 0.01%
134
137
$25K 0.01%
400
138
$24K 0.01%
100
139
$24K 0.01%
667
140
$23K 0.01%
1,000
141
$23K 0.01%
160
142
$23K 0.01%
160
143
$23K 0.01%
1,271
144
$22K 0.01%
1,048
145
$21K 0.01%
250
146
$21K 0.01%
500
147
$21K 0.01%
+380
148
$20K 0.01%
172
149
$20K 0.01%
300
150
$20K 0.01%
161
4 5
6
7 8