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
151
$20K 0.01%
1,233
152
$19K 0.01%
550
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575
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$18K 0.01%
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50
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$18K 0.01%
570
157
$17K 0.01%
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159
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200
160
$17K 0.01%
102
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162
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85
163
$16K 0.01%
76
164
$16K 0.01%
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165
$16K 0.01%
+65
166
$15K 0.01%
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27
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$15K 0.01%
245
169
$15K 0.01%
+80
170
$14K 0.01%
100
171
$14K 0.01%
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172
$14K 0.01%
133
173
$14K 0.01%
85
174
$13K 0.01%
208
175
$13K 0.01%
36
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8 9