LWA

Lowe Wealth Advisors Portfolio holdings

AUM $274M
1-Year Est. Return 14.31%
This Fund
S&P 500
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
+$1.37M
2
+$668K
3
+$607K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$585K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$266K

Top Sells

1
+$2.75M
2
+$374K
3
+$185K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$131K
5
T icon
AT&T
T
+$118K

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
176
$13K 0.01%
300
177
$13K 0.01%
225
+125
178
$12K 0.01%
650
179
$12K 0.01%
52
180
$12K 0.01%
531
181
$12K 0.01%
100
182
$12K 0.01%
200
183
$12K 0.01%
800
184
$11K ﹤0.01%
100
-935
185
$11K ﹤0.01%
165
186
$11K ﹤0.01%
280
187
$10K ﹤0.01%
29
188
$10K ﹤0.01%
185
-180
189
$10K ﹤0.01%
406
190
$10K ﹤0.01%
210
191
$10K ﹤0.01%
100
192
$10K ﹤0.01%
170
193
$10K ﹤0.01%
61
194
$10K ﹤0.01%
60
195
$10K ﹤0.01%
194
196
$9K ﹤0.01%
170
197
$9K ﹤0.01%
+81
198
$9K ﹤0.01%
115
199
$9K ﹤0.01%
310
200
$9K ﹤0.01%
50
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8
9 10