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
$220M
AUM Growth
+$4.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$970K
2
+$447K
3
+$391K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$338K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$308K

Top Sells

1
+$1.27M
2
+$537K
3
+$508K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$384K
5
SH icon
ProShares Short S&P500
SH
+$295K

Sector Composition

1 Technology 1.4%
2 Consumer Staples 0.73%
3 Energy 0.5%
4 Consumer Discretionary 0.38%
5 Utilities 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.25K ﹤0.01%
83
227
$9.16K ﹤0.01%
234
228
$9.13K ﹤0.01%
45
-4
229
$8.42K ﹤0.01%
200
230
$8.29K ﹤0.01%
60
231
$8.03K ﹤0.01%
50
232
$7.85K ﹤0.01%
51
233
$7.8K ﹤0.01%
100
234
$7.76K ﹤0.01%
35
235
$7.48K ﹤0.01%
75
236
$7.4K ﹤0.01%
180
237
$7.24K ﹤0.01%
30
238
$7.01K ﹤0.01%
30
239
$6.93K ﹤0.01%
131
240
$6.88K ﹤0.01%
70
241
$6.84K ﹤0.01%
204
242
$6.45K ﹤0.01%
30
243
$6.42K ﹤0.01%
50
244
$6.03K ﹤0.01%
77
+33
245
$5.9K ﹤0.01%
77
246
$5.83K ﹤0.01%
225
247
$5.75K ﹤0.01%
35
+5
248
$5.74K ﹤0.01%
85
249
$5.68K ﹤0.01%
100
-100
250
$5.08K ﹤0.01%
100
8 9
10
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