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
276
$3.46K ﹤0.01%
77
277
$3.46K ﹤0.01%
30
278
$3.44K ﹤0.01%
40
279
$3.39K ﹤0.01%
70
280
$3.3K ﹤0.01%
180
281
$3.28K ﹤0.01%
25
282
$3.2K ﹤0.01%
50
283
$3.06K ﹤0.01%
380
284
$2.96K ﹤0.01%
45
285
$2.96K ﹤0.01%
20
286
$2.89K ﹤0.01%
44
287
$2.87K ﹤0.01%
180
288
$2.73K ﹤0.01%
40
289
$2.68K ﹤0.01%
18
290
$2.63K ﹤0.01%
500
291
$2.62K ﹤0.01%
110
292
$2.56K ﹤0.01%
40
293
$2.53K ﹤0.01%
50
294
$2.49K ﹤0.01%
79
295
$2.46K ﹤0.01%
200
296
$2.39K ﹤0.01%
18
297
$2.38K ﹤0.01%
400
+140
298
$2.29K ﹤0.01%
531
299
$2.24K ﹤0.01%
206
+103
300
$1.88K ﹤0.01%
+26
10 11
12
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