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
301
$335 ﹤0.01%
15
302
$328 ﹤0.01%
15
303
$320 ﹤0.01%
3
304
$298 ﹤0.01%
5
+2
305
$273 ﹤0.01%
40
306
$258 ﹤0.01%
3
307
$206 ﹤0.01%
10
308
$197 ﹤0.01%
5
309
$161 ﹤0.01%
7
310
$159 ﹤0.01%
15
311
$153 ﹤0.01%
2
312
$151 ﹤0.01%
+1
313
$146 ﹤0.01%
2
314
$0 ﹤0.01%
30
315
$0 ﹤0.01%
100
316
– –
-4,060
317
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-945
318
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-110
319
– –
-196
320
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321
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-704
322
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325
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-75
10 11 12
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