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
251
$4.9K ﹤0.01%
175
-54
252
$4.63K ﹤0.01%
18
253
$4.35K ﹤0.01%
18
254
$4.23K ﹤0.01%
+75
255
$4.17K ﹤0.01%
639
256
$4.17K ﹤0.01%
+200
257
$3.77K ﹤0.01%
566
258
$3.65K ﹤0.01%
20
259
$3.63K ﹤0.01%
+193
260
$3.52K ﹤0.01%
40
261
$3.43K ﹤0.01%
120
262
$3.43K ﹤0.01%
25
263
$3.42K ﹤0.01%
25
264
$3.41K ﹤0.01%
180
265
$3.35K ﹤0.01%
43
266
$3.26K ﹤0.01%
+19
267
$2.96K ﹤0.01%
20
268
$2.92K ﹤0.01%
180
269
$2.88K ﹤0.01%
40
-39
270
$2.78K ﹤0.01%
206
271
$2.76K ﹤0.01%
+27
272
$2.49K ﹤0.01%
150
273
$2.25K ﹤0.01%
+94
274
$2.23K ﹤0.01%
+101
275
$2.23K ﹤0.01%
+102
9 10
11
12 13