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
201
$11.8K 0.01%
85
202
$11.7K 0.01%
120
-55
203
$11.5K 0.01%
225
204
$11.3K 0.01%
1,271
205
$11.3K 0.01%
220
206
$11K 0.01%
85
207
$10.9K 0.01%
37
208
$10.7K 0.01%
300
209
$10.6K 0.01%
1,048
210
$10.6K 0.01%
100
211
$10.5K 0.01%
+1,005
212
$10.4K 0.01%
310
213
$10.4K 0.01%
585
214
$10.4K 0.01%
50
215
$9.98K 0.01%
200
216
$9.96K 0.01%
+100
217
$9.94K 0.01%
81
218
$9.35K 0.01%
27
219
$9.24K 0.01%
80
220
$9.15K 0.01%
165
221
$8.79K ﹤0.01%
80
222
$8.59K ﹤0.01%
25
-50
223
$8.5K ﹤0.01%
100
224
$8.39K ﹤0.01%
115
225
$8.14K ﹤0.01%
194