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
201
$12.3K 0.01%
200
202
$12.3K 0.01%
50
203
$11.1K 0.01%
1,005
204
$11.1K 0.01%
75
-2,580
205
$11K 0.01%
285
206
$10.8K 0.01%
50
207
$10.6K ﹤0.01%
200
208
$10.4K ﹤0.01%
2,946
209
$10.4K ﹤0.01%
208
210
$10.3K ﹤0.01%
17
211
$10.3K ﹤0.01%
49
212
$10.1K ﹤0.01%
234
-234
213
$9.84K ﹤0.01%
30
214
$9.82K ﹤0.01%
80
215
$9.78K ﹤0.01%
210
216
$9.07K ﹤0.01%
75
-40
217
$9.01K ﹤0.01%
100
218
$8.96K ﹤0.01%
35
219
$8.61K ﹤0.01%
83
-37
220
$8.08K ﹤0.01%
227
221
$7.83K ﹤0.01%
70
222
$7.8K ﹤0.01%
281
223
$7.76K ﹤0.01%
60
224
$7.75K ﹤0.01%
200
225
$7.58K ﹤0.01%
180
7 8
9
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