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
351
$77 ﹤0.01%
2
352
$74 ﹤0.01%
2
353
$66 ﹤0.01%
7
354
$34 ﹤0.01%
4
355
$17 ﹤0.01%
5
-1
356
– –
-67
357
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-25
358
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-150
359
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360
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361
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-4
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364
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365
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-17
366
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-300
367
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-1,100
368
$0 ﹤0.01%
100
369
$0 ﹤0.01%
30
11 12 13 14
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