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
151
$28.5K 0.01%
+288
152
$28.2K 0.01%
200
153
$28.2K 0.01%
1,477
+4
154
$27.6K 0.01%
350
155
$26.6K 0.01%
+454
156
$26.2K 0.01%
116
157
$25.3K 0.01%
76
158
$24.7K 0.01%
+200
159
$24.3K 0.01%
155
160
$24.2K 0.01%
241
-387
161
$23.1K 0.01%
718
162
$22.1K 0.01%
50
163
$22K 0.01%
406
164
$21.8K 0.01%
100
165
$21.8K 0.01%
102
166
$21K 0.01%
150
167
$20.6K 0.01%
294
168
$20.6K 0.01%
1,645
169
$20.5K 0.01%
251
170
$20.4K 0.01%
172
171
$20.1K 0.01%
505
172
$19.7K 0.01%
175
-337
173
$19.3K 0.01%
300
-275
174
$18.4K 0.01%
214
175
$18.2K 0.01%
808
5 6
7
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