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
176
$15.8K 0.01%
1,000
177
$15.4K 0.01%
575
178
$15.3K 0.01%
550
179
$15.3K 0.01%
60
180
$15.2K 0.01%
196
181
$15.2K 0.01%
250
182
$15.1K 0.01%
111
+101
183
$14.8K 0.01%
406
184
$14.7K 0.01%
308
+100
185
$14.5K 0.01%
1,233
186
$14.1K 0.01%
465
187
$14K 0.01%
450
188
$13.8K 0.01%
117
189
$13.7K 0.01%
2,946
190
$13.7K 0.01%
161
191
$13.4K 0.01%
90
192
$13.3K 0.01%
158
193
$13K 0.01%
245
194
$12.9K 0.01%
200
195
$12.5K 0.01%
150
196
$12.4K 0.01%
29
197
$12.3K 0.01%
50
-50
198
$12K 0.01%
85
+25
199
$12K 0.01%
285
200
$11.9K 0.01%
36
6 7
8
9 10