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
126
$33.9K 0.02%
813
127
$33.5K 0.02%
175
128
$32.8K 0.02%
85
-15
129
$32.7K 0.02%
591
130
$31.4K 0.02%
110
131
$31.1K 0.02%
195
-280
132
$29.7K 0.02%
368
133
$29.2K 0.02%
+395
134
$29K 0.02%
174
135
$28.8K 0.02%
299
136
$27.7K 0.01%
2,195
137
$27.6K 0.01%
1,588
138
$27.6K 0.01%
700
139
$26.9K 0.01%
809
140
$26.7K 0.01%
216
141
$24.9K 0.01%
870
142
$24.2K 0.01%
115
143
$23.8K 0.01%
1,200
144
$22.2K 0.01%
170
+20
145
$22K 0.01%
145
146
$21.8K 0.01%
1,040
147
$21.8K 0.01%
215
148
$21.6K 0.01%
155
149
$20K 0.01%
130
-33
150
$19.9K 0.01%
310
4 5
6
7 8