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
326
$619 ﹤0.01%
68
-350
327
$603 ﹤0.01%
10
328
$580 ﹤0.01%
25
329
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9
330
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45
331
$569 ﹤0.01%
2
332
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25
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$499 ﹤0.01%
5
+2
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$478 ﹤0.01%
3
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40
-40
336
$461 ﹤0.01%
100
337
$447 ﹤0.01%
100
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10
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$381 ﹤0.01%
10
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$324 ﹤0.01%
15
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$314 ﹤0.01%
50
343
$263 ﹤0.01%
15
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$239 ﹤0.01%
5
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3
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$177 ﹤0.01%
7
347
$167 ﹤0.01%
15
348
$164 ﹤0.01%
3
349
$163 ﹤0.01%
4
350
$149 ﹤0.01%
3
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