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
176
$17.6K 0.01%
161
177
$17.3K 0.01%
450
178
$17.1K 0.01%
150
179
$17.1K 0.01%
465
180
$17K 0.01%
105
181
$15.8K 0.01%
196
182
$15.7K 0.01%
138
183
$15K 0.01%
200
184
$14.7K 0.01%
396
185
$14.5K 0.01%
131
186
$14.3K 0.01%
36
187
$14.2K 0.01%
158
188
$14.1K 0.01%
1,233
189
$14.1K 0.01%
77
+25
190
$14K 0.01%
100
191
$13.9K 0.01%
150
192
$13.9K 0.01%
142
193
$13.9K 0.01%
245
194
$13.9K 0.01%
130
195
$13.5K 0.01%
80
196
$13.1K 0.01%
585
197
$13K 0.01%
200
198
$12.9K 0.01%
258
199
$12.7K 0.01%
100
200
$12.4K 0.01%
100
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