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
1
$57.4M 30.89%
140,209
-1,880
2
$18.5M 9.97%
254,663
-15,923
3
$16.6M 8.93%
51,675
-1,116
4
$11.8M 6.34%
154,497
-2,518
5
$10.2M 5.48%
202,431
-1,820
6
$9.88M 5.32%
264,313
-5,536
7
$9.66M 5.2%
97,308
-856
8
$6.14M 3.31%
199,178
+5,309
9
$4.09M 2.2%
68,214
+2,868
10
$3.96M 2.13%
72,455
+5,073
11
$3.7M 1.99%
35,091
+1,303
12
$3.69M 1.99%
36,878
-1,135
13
$2.61M 1.4%
28,415
+9,185
14
$1.71M 0.92%
3,740
+15
15
$1.19M 0.64%
24,955
-3,669
16
$1.18M 0.64%
14,227
+2
17
$1.15M 0.62%
13,890
-1,285
18
$1.12M 0.6%
4,766
-180
19
$820K 0.44%
2,844
-60
20
$819K 0.44%
17,695
+2,770
21
$689K 0.37%
4,176
-496
22
$676K 0.36%
10,115
-505
23
$597K 0.32%
4,540
-690
24
$573K 0.31%
18,155
-1,410
25
$568K 0.31%
5,179
-547
1
2 3 4 5