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
126
$47.5K 0.02%
423
127
$47.2K 0.02%
+900
128
$46.6K 0.02%
581
-44
129
$46.5K 0.02%
1,500
130
$46.3K 0.02%
500
131
$45.2K 0.02%
+1,441
132
$44.8K 0.02%
511
133
$44.6K 0.02%
+3,995
134
$43.5K 0.02%
5,294
135
$42.7K 0.02%
798
136
$42.7K 0.02%
100
-67
137
$42.6K 0.02%
258
138
$41.8K 0.02%
+712
139
$40.8K 0.02%
206
+15
140
$40.6K 0.02%
223
+1
141
$38.7K 0.02%
65
142
$38.2K 0.02%
150
143
$37.4K 0.02%
110
144
$35.3K 0.02%
700
145
$35.1K 0.02%
658
146
$34K 0.02%
78
+2
147
$33.9K 0.02%
+621
148
$31.7K 0.01%
240
149
$30.3K 0.01%
150
150
$30K 0.01%
299
4 5
6
7 8