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
26
$855K 0.39%
19,640
+1,970
27
$799K 0.36%
16,409
+1,668
28
$732K 0.33%
3,474
-2
29
$720K 0.33%
13,217
+1,557
30
$631K 0.29%
23,096
+3,839
31
$566K 0.26%
4,913
-25
32
$461K 0.21%
2,525
+2,448
33
$394K 0.18%
12,530
+5,287
34
$389K 0.18%
14,322
+4,282
35
$348K 0.16%
691
+19
36
$342K 0.16%
4,707
-750
37
$325K 0.15%
10,164
+694
38
$314K 0.14%
5,865
-360
39
$294K 0.13%
4,138
40
$290K 0.13%
1,215
41
$276K 0.13%
2,535
-119
42
$264K 0.12%
2,402
43
$249K 0.11%
1,436
44
$224K 0.1%
8,089
45
$214K 0.1%
2,552
+286
46
$212K 0.1%
7,750
-350
47
$177K 0.08%
915
+60
48
$172K 0.08%
934
+1
49
$169K 0.08%
980
50
$165K 0.08%
1,588
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2
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