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
$181M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$682K
3
+$611K
4
SH icon
ProShares Short S&P500
SH
+$582K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$429K

Top Sells

1
+$958K
2
+$803K
3
+$718K
4
VZ icon
Verizon
VZ
+$209K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$188K

Sector Composition

1 Technology 1.29%
2 Consumer Staples 1.19%
3 Communication Services 0.78%
4 Energy 0.67%
5 Healthcare 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.01K ﹤0.01%
30
227
$7.81K ﹤0.01%
380
228
$7.57K ﹤0.01%
210
229
$7.57K ﹤0.01%
183
230
$7.46K ﹤0.01%
44
-6
231
$7.46K ﹤0.01%
100
232
$7.44K ﹤0.01%
185
233
$7.25K ﹤0.01%
62
234
$7.21K ﹤0.01%
+225
235
$7.01K ﹤0.01%
35
236
$6.96K ﹤0.01%
281
237
$6.8K ﹤0.01%
298
238
$6.8K ﹤0.01%
300
+100
239
$6.78K ﹤0.01%
100
240
$6.7K ﹤0.01%
128
241
$6.67K ﹤0.01%
225
242
$6.6K ﹤0.01%
227
243
$6.6K ﹤0.01%
66
+60
244
$6.48K ﹤0.01%
100
245
$6.33K ﹤0.01%
30
246
$6.16K ﹤0.01%
180
247
$6.12K ﹤0.01%
262
248
$5.89K ﹤0.01%
175
249
$5.8K ﹤0.01%
150
250
$5.72K ﹤0.01%
46
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