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
301
$1.8K ﹤0.01%
25
302
$1.6K ﹤0.01%
5
303
$1.59K ﹤0.01%
+250
304
$1.46K ﹤0.01%
49
305
$1.43K ﹤0.01%
20
306
$1.42K ﹤0.01%
38
+1
307
$1.4K ﹤0.01%
20
308
$1.37K ﹤0.01%
900
309
$1.35K ﹤0.01%
40
310
$1.34K ﹤0.01%
150
311
$1.3K ﹤0.01%
41
312
$1.29K ﹤0.01%
30
313
$1.28K ﹤0.01%
6
314
$1.15K ﹤0.01%
10
315
$1.15K ﹤0.01%
50
316
$1.12K ﹤0.01%
200
317
$992 ﹤0.01%
99
318
$975 ﹤0.01%
100
319
$876 ﹤0.01%
12
320
$755 ﹤0.01%
265
321
$749 ﹤0.01%
14
322
$726 ﹤0.01%
45
323
$705 ﹤0.01%
14
324
$699 ﹤0.01%
9
325
$625 ﹤0.01%
14
-5
11 12
13
14 15