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
176
$18.1K 0.01%
500
177
$17.9K 0.01%
369
178
$17.7K 0.01%
32
179
$17.5K 0.01%
297
-98
180
$17.4K 0.01%
600
-300
181
$17.3K 0.01%
465
182
$17.3K 0.01%
105
183
$17.3K 0.01%
136
184
$17.1K 0.01%
450
185
$16.8K 0.01%
161
186
$16.6K 0.01%
150
187
$15.9K 0.01%
80
188
$15.8K 0.01%
1,524
189
$15.7K 0.01%
114
-71
190
$15.4K 0.01%
130
191
$15.1K 0.01%
270
-165
192
$14.7K 0.01%
58
-21
193
$14.5K 0.01%
1,233
194
$14.3K 0.01%
138
195
$14.1K 0.01%
36
196
$14K 0.01%
200
197
$14K 0.01%
245
198
$14K 0.01%
100
199
$13.9K 0.01%
158
200
$13.8K 0.01%
142
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