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
26
$632K 0.35%
5,726
+97
27
$621K 0.34%
17,040
-235
28
$607K 0.34%
4,672
-321
29
$585K 0.32%
25,855
-3,310
30
$531K 0.29%
5,230
-730
31
$503K 0.28%
3,700
-50
32
$456K 0.25%
6,465
-700
33
$426K 0.24%
24,151
+1,290
34
$403K 0.22%
8,637
35
$369K 0.2%
10,420
+4,705
36
$368K 0.2%
4,138
37
$308K 0.17%
2,952
38
$304K 0.17%
2,616
39
$292K 0.16%
4,067
40
$290K 0.16%
1,215
41
$288K 0.16%
1,505
42
$271K 0.15%
3,300
43
$265K 0.15%
8,073
+400
44
$232K 0.13%
8,200
45
$230K 0.13%
7,869
46
$215K 0.12%
930
47
$213K 0.12%
1,940
48
$200K 0.11%
1,134
+152
49
$189K 0.1%
2,100
50
$183K 0.1%
377
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