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
176
$13K 0.01%
300
177
$13K 0.01%
225
+125
178
$12K 0.01%
52
179
$12K 0.01%
531
180
$12K 0.01%
100
181
$12K 0.01%
650
182
$12K 0.01%
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$12K 0.01%
800
184
$11K ﹤0.01%
100
-935
185
$11K ﹤0.01%
165
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$11K ﹤0.01%
280
187
$10K ﹤0.01%
29
188
$10K ﹤0.01%
185
-180
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$10K ﹤0.01%
406
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$10K ﹤0.01%
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$10K ﹤0.01%
100
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$10K ﹤0.01%
170
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$10K ﹤0.01%
61
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$10K ﹤0.01%
60
195
$10K ﹤0.01%
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$9K ﹤0.01%
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$9K ﹤0.01%
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198
$9K ﹤0.01%
50
-5
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$9K ﹤0.01%
200
200
$9K ﹤0.01%
115
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