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
201
$9K ﹤0.01%
170
202
$9K ﹤0.01%
+81
203
$8K ﹤0.01%
380
204
$8K ﹤0.01%
55
+30
205
$8K ﹤0.01%
444
206
$8K ﹤0.01%
100
207
$7K ﹤0.01%
50
208
$7K ﹤0.01%
175
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$7K ﹤0.01%
25
210
$7K ﹤0.01%
+250
211
$7K ﹤0.01%
+110
212
$7K ﹤0.01%
+150
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$7K ﹤0.01%
400
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$6K ﹤0.01%
100
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$6K ﹤0.01%
+25
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$6K ﹤0.01%
+150
217
$6K ﹤0.01%
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218
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85
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$6K ﹤0.01%
30
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15
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$6K ﹤0.01%
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222
$6K ﹤0.01%
77
223
$6K ﹤0.01%
50
-40
224
$6K ﹤0.01%
900
225
$6K ﹤0.01%
75
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