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
$186M
AUM Growth
+$4.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$843K
2
+$463K
3
+$421K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$277K
5
PXF icon
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
+$243K

Top Sells

1
+$1.16M
2
+$992K
3
+$770K
4
VZ icon
Verizon
VZ
+$671K
5
KRBN icon
KraneShares Global Carbon Strategy ETF
KRBN
+$545K

Sector Composition

1 Technology 1.37%
2 Consumer Staples 1.01%
3 Energy 0.59%
4 Healthcare 0.47%
5 Utilities 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$14.7K 0.01%
575
177
$14.6K 0.01%
161
178
$14.5K 0.01%
2,946
179
$14.3K 0.01%
406
180
$14.2K 0.01%
1,233
181
$14.1K 0.01%
450
182
$14.1K 0.01%
465
183
$13.7K 0.01%
150
184
$13.5K 0.01%
258
-50
185
$13.4K 0.01%
158
186
$13.4K 0.01%
245
187
$13.1K 0.01%
258
-430
188
$12.9K 0.01%
100
189
$12.8K 0.01%
37
190
$12.7K 0.01%
85
191
$12.3K 0.01%
85
192
$12.3K 0.01%
295
+145
193
$12.1K 0.01%
220
194
$12K 0.01%
36
195
$12K 0.01%
29
196
$11.9K 0.01%
396
-132
197
$11.8K 0.01%
300
198
$11.6K 0.01%
85
199
$11.4K 0.01%
285
200
$10.8K 0.01%
1,271
6 7
8
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