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
76
$93.8K 0.05%
860
77
$93.7K 0.05%
1,117
78
$92.5K 0.05%
767
79
$84.9K 0.05%
269
-50
80
$83.4K 0.05%
960
81
$82.1K 0.05%
682
+120
82
$81.5K 0.05%
3,000
-100
83
$80.2K 0.04%
590
84
$76.8K 0.04%
475
85
$70.7K 0.04%
1,523
+215
86
$69.4K 0.04%
152
87
$67.9K 0.04%
430
+122
88
$65.9K 0.04%
491
89
$65.7K 0.04%
1,000
90
$63.9K 0.04%
248
91
$63.5K 0.04%
4,700
92
$61.7K 0.03%
200
93
$60.7K 0.03%
+900
94
$59.6K 0.03%
5,294
95
$59K 0.03%
224
+100
96
$58.4K 0.03%
3,170
97
$58.3K 0.03%
222
98
$57.8K 0.03%
412
99
$57K 0.03%
612
+1
100
$57K 0.03%
1,503
2 3
4
5 6