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
201
$10.8K 0.01%
1,005
202
$10.7K 0.01%
585
203
$10.2K 0.01%
80
204
$10.1K 0.01%
81
205
$10.1K 0.01%
50
206
$10.1K 0.01%
165
207
$10K 0.01%
30
208
$9.92K 0.01%
100
-17
209
$9.8K 0.01%
100
210
$9.79K 0.01%
310
211
$9.69K 0.01%
380
212
$9.47K 0.01%
998
-50
213
$9.37K 0.01%
+150
214
$9.17K ﹤0.01%
80
215
$8.93K ﹤0.01%
115
216
$8.91K ﹤0.01%
27
217
$8.78K ﹤0.01%
100
218
$8.76K ﹤0.01%
194
219
$8.72K ﹤0.01%
200
220
$8.19K ﹤0.01%
210
221
$8.06K ﹤0.01%
44
222
$8.05K ﹤0.01%
60
-51
223
$8.01K ﹤0.01%
+52
224
$7.98K ﹤0.01%
75
-25
225
$7.85K ﹤0.01%
300
7 8
9
10 11