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
51
$174K 0.1%
1,600
52
$162K 0.09%
761
+750
53
$155K 0.09%
1,825
54
$145K 0.08%
1,030
+50
55
$140K 0.08%
2,965
+200
56
$137K 0.08%
1,492
57
$133K 0.07%
6,053
58
$132K 0.07%
738
59
$132K 0.07%
1,186
-200
60
$130K 0.07%
2,857
61
$130K 0.07%
2,038
+100
62
$123K 0.07%
232
-40
63
$120K 0.07%
3,159
64
$117K 0.06%
2,175
65
$116K 0.06%
1,168
66
$115K 0.06%
1,156
-350
67
$113K 0.06%
542
68
$112K 0.06%
656
69
$110K 0.06%
1,350
+1,000
70
$107K 0.06%
1,275
+175
71
$98.9K 0.05%
2,380
+150
72
$98.8K 0.05%
6,564
73
$96.9K 0.05%
2,000
74
$96.4K 0.05%
1,648
75
$94.9K 0.05%
925
1 2
3
4 5