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
151
$21K 0.01%
145
152
$20.1K 0.01%
778
153
$20.1K 0.01%
150
-50
154
$19.7K 0.01%
155
155
$19.6K 0.01%
+200
156
$19.6K 0.01%
211
157
$19.4K 0.01%
808
158
$19K 0.01%
400
159
$18.7K 0.01%
1,300
160
$18.2K 0.01%
76
161
$18K 0.01%
+229
162
$17.9K 0.01%
285
163
$17.5K 0.01%
161
164
$17.4K 0.01%
50
165
$17.2K 0.01%
310
166
$16.7K 0.01%
172
167
$16.5K 0.01%
251
168
$16.4K 0.01%
468
169
$16.4K 0.01%
528
+432
170
$16.3K 0.01%
200
171
$16.1K 0.01%
500
172
$16.1K 0.01%
97
173
$16K 0.01%
102
174
$15.9K 0.01%
105
+80
175
$15.9K 0.01%
180