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
101
$68.3K 0.03%
248
102
$66.7K 0.03%
2,410
103
$66.1K 0.03%
412
104
$65.9K 0.03%
532
-30
105
$65.2K 0.03%
400
106
$64.6K 0.03%
1,330
107
$64.1K 0.03%
646
108
$63.7K 0.03%
204
109
$63.1K 0.03%
+1,154
110
$62.4K 0.03%
1,490
111
$59.2K 0.03%
224
112
$57K 0.03%
1,781
113
$56.2K 0.03%
2,116
114
$55.5K 0.03%
1,792
115
$55.1K 0.03%
2,124
116
$55K 0.03%
300
117
$54.7K 0.02%
108
-4
118
$52K 0.02%
1,188
+1,175
119
$51.6K 0.02%
200
120
$49.5K 0.02%
732
121
$49.3K 0.02%
90
122
$48.8K 0.02%
120
123
$48.6K 0.02%
600
124
$48.1K 0.02%
+544
125
$47.9K 0.02%
308
3 4
5
6 7