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
76
$99.6K 0.05%
+1,225
77
$96.7K 0.04%
491
78
$96.7K 0.04%
618
-120
79
$94.4K 0.04%
646
-12
80
$90.7K 0.04%
14,814
-4,938
81
$89.8K 0.04%
1,153
+45
82
$89K 0.04%
259
83
$88.2K 0.04%
4,000
84
$87.3K 0.04%
187
-30
85
$87K 0.04%
1,638
86
$86.1K 0.04%
863
-220
87
$85.7K 0.04%
2,077
-416
88
$84.5K 0.04%
1,035
-35
89
$82.1K 0.04%
4,276
-1,188
90
$81.1K 0.04%
2,864
91
$80.7K 0.04%
667
92
$78.6K 0.04%
452
93
$77.9K 0.04%
1,331
+1,226
94
$76.5K 0.03%
816
+16
95
$75.2K 0.03%
1,535
+2
96
$74.9K 0.03%
+300
97
$70.7K 0.03%
1,117
98
$70K 0.03%
+1,039
99
$69.6K 0.03%
758
+378
100
$68.8K 0.03%
81
2 3
4
5 6