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
1
$71M 33.07%
135,764
-906
2
$22.5M 10.47%
50,646
-263
3
$19.7M 9.2%
236,292
-956
4
$11.8M 5.51%
153,086
-511
5
$10.1M 4.71%
200,595
+2,489
6
$8.97M 4.18%
89,256
-1,405
7
$7.5M 3.49%
259,473
+28,814
8
$6.99M 3.26%
166,379
-262
9
$6.97M 3.25%
214,025
+6,180
10
$5.3M 2.47%
91,614
+5,401
11
$4.63M 2.16%
36,158
-418
12
$3.52M 1.64%
29,070
-875
13
$2.27M 1.06%
24,030
+27
14
$2.15M 1%
3,869
+37
15
$2.03M 0.94%
20,002
+3,759
16
$1.45M 0.67%
4,816
-50
17
$1.28M 0.6%
40,405
+4,985
18
$1.22M 0.57%
26,315
+425
19
$1.16M 0.54%
2,749
+70
20
$1.09M 0.51%
14,234
+2
21
$1.04M 0.48%
24,397
+9,301
22
$1M 0.47%
19,860
+4,765
23
$994K 0.46%
4,420
-55
24
$869K 0.4%
17,670
+5,870
25
$842K 0.39%
19,330
+480
1
2 3 4 5