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
101
$55.8K 0.03%
800
102
$53.8K 0.03%
3,000
103
$52K 0.03%
167
104
$49.4K 0.03%
998
105
$48.5K 0.03%
511
106
$47.7K 0.03%
423
107
$47.3K 0.03%
1,002
+300
108
$46.6K 0.03%
258
+230
109
$46.1K 0.03%
658
110
$44.4K 0.02%
8,000
111
$43.2K 0.02%
428
112
$43K 0.02%
1,500
113
$42.3K 0.02%
688
-100
114
$42.1K 0.02%
1,592
115
$41.5K 0.02%
76
116
$40.8K 0.02%
460
+300
117
$38.1K 0.02%
309
118
$37.6K 0.02%
870
119
$37.1K 0.02%
1,663
120
$37.1K 0.02%
120
121
$36.9K 0.02%
400
122
$36.9K 0.02%
96
123
$34.1K 0.02%
976
-640
124
$34K 0.02%
359
125
$33.9K 0.02%
395
3 4
5
6 7