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
151
$25.2K 0.01%
200
-50
152
$25.1K 0.01%
200
153
$24.2K 0.01%
116
-110
154
$24.1K 0.01%
285
155
$24.1K 0.01%
50
156
$21.8K 0.01%
1,645
-300
157
$21.8K 0.01%
294
+268
158
$21.7K 0.01%
102
159
$21.3K 0.01%
100
-36
160
$21.1K 0.01%
185
161
$21.1K 0.01%
150
-290
162
$20.5K 0.01%
79
163
$20.1K 0.01%
251
164
$19.9K 0.01%
406
165
$19.8K 0.01%
172
166
$19.7K 0.01%
800
167
$19.1K 0.01%
505
168
$19K 0.01%
808
169
$18.8K 0.01%
500
170
$18.7K 0.01%
214
171
$18.6K 0.01%
32
172
$18.4K 0.01%
704
173
$17.9K 0.01%
1,524
174
$17.8K 0.01%
136
-60
175
$17.7K 0.01%
369
5 6
7
8 9