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
126
$33.7K 0.02%
452
127
$33.2K 0.02%
813
128
$32.2K 0.02%
255
129
$31.9K 0.02%
100
130
$30.8K 0.02%
299
131
$30.5K 0.02%
115
132
$29.9K 0.02%
591
133
$29.4K 0.02%
175
134
$29.3K 0.02%
163
135
$28.8K 0.02%
870
136
$28.6K 0.02%
52
137
$28.6K 0.02%
368
138
$27.5K 0.02%
158
139
$27K 0.01%
216
140
$26.9K 0.01%
110
-40
141
$26K 0.01%
850
142
$25.9K 0.01%
700
143
$25.7K 0.01%
1,524
144
$25.6K 0.01%
1,588
145
$25.5K 0.01%
2,195
-500
146
$24.8K 0.01%
174
147
$23.6K 0.01%
215
148
$23.4K 0.01%
809
149
$22.6K 0.01%
1,200
150
$21.1K 0.01%
1,040