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
51
$160K 0.07%
429
+18
52
$160K 0.07%
860
-360
53
$159K 0.07%
1,840
-250
54
$157K 0.07%
1,077
-288
55
$153K 0.07%
1,648
56
$152K 0.07%
8,200
57
$151K 0.07%
2,044
58
$145K 0.07%
542
59
$137K 0.06%
3,258
-87
60
$133K 0.06%
2,175
61
$128K 0.06%
1,075
62
$128K 0.06%
2,013
63
$120K 0.05%
458
64
$120K 0.05%
3,538
65
$118K 0.05%
1,735
-2,305
66
$115K 0.05%
5,388
-3,078
67
$114K 0.05%
976
68
$111K 0.05%
1,036
+905
69
$109K 0.05%
2,561
+600
70
$108K 0.05%
2,360
-6,468
71
$105K 0.05%
1,848
+258
72
$103K 0.05%
+4,429
73
$102K 0.05%
+1,495
74
$102K 0.05%
2,185
-230
75
$99.7K 0.05%
+4,402
1 2
3
4 5