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
126
$43.8K 0.02%
1,000
127
$42.9K 0.02%
798
128
$42.8K 0.02%
222
129
$42.3K 0.02%
150
-4
130
$39.4K 0.02%
110
131
$37.5K 0.02%
240
132
$37.1K 0.02%
65
133
$36.4K 0.02%
76
134
$35.4K 0.02%
658
135
$34.9K 0.02%
380
136
$33.6K 0.02%
191
137
$33.1K 0.02%
700
138
$31.5K 0.01%
395
+2
139
$30K 0.01%
150
140
$29.9K 0.01%
575
141
$29.3K 0.01%
809
142
$28.9K 0.01%
299
143
$28K 0.01%
350
-50
144
$27.8K 0.01%
76
145
$26.7K 0.01%
718
146
$26.5K 0.01%
155
147
$26.3K 0.01%
900
148
$25.9K 0.01%
1,473
+13
149
$25.5K 0.01%
679
-92
150
$25.2K 0.01%
435
-4,190
4 5
6
7 8