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
251
$5.4K ﹤0.01%
50
252
$5.38K ﹤0.01%
70
253
$5.33K ﹤0.01%
51
254
$5.23K ﹤0.01%
221
255
$5.21K ﹤0.01%
200
256
$5.15K ﹤0.01%
+100
257
$5.13K ﹤0.01%
190
258
$5.11K ﹤0.01%
444
259
$5.1K ﹤0.01%
204
260
$4.92K ﹤0.01%
85
261
$4.89K ﹤0.01%
200
262
$4.76K ﹤0.01%
60
263
$4.74K ﹤0.01%
63
264
$4.37K ﹤0.01%
220
265
$4.35K ﹤0.01%
25
266
$4.25K ﹤0.01%
136
267
$4.11K ﹤0.01%
96
268
$4.03K ﹤0.01%
70
269
$3.94K ﹤0.01%
100
270
$3.66K ﹤0.01%
250
271
$3.64K ﹤0.01%
333
272
$3.64K ﹤0.01%
50
273
$3.6K ﹤0.01%
75
274
$3.47K ﹤0.01%
400
275
$3.46K ﹤0.01%
200