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
276
$2.22K ﹤0.01%
400
277
$2.19K ﹤0.01%
6
278
$2.13K ﹤0.01%
43
-38
279
$1.7K ﹤0.01%
+127
280
$1.59K ﹤0.01%
+10
281
$1.57K ﹤0.01%
700
282
$1.54K ﹤0.01%
50
283
$1.5K ﹤0.01%
10
284
$1.49K ﹤0.01%
5
285
$1.48K ﹤0.01%
20
286
$1.34K ﹤0.01%
200
287
$1.17K ﹤0.01%
30
288
$1.1K ﹤0.01%
68
289
$1.04K ﹤0.01%
24
290
$1K ﹤0.01%
3
291
$1K ﹤0.01%
2
292
$743 ﹤0.01%
14
293
$708 ﹤0.01%
9
294
$655 ﹤0.01%
30
295
$598 ﹤0.01%
9
296
$484 ﹤0.01%
2
297
$474 ﹤0.01%
3
298
$454 ﹤0.01%
7
299
$415 ﹤0.01%
10
300
$355 ﹤0.01%
25
10 11
12
13 14