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
201
$13.2K 0.01%
150
202
$13.2K 0.01%
396
203
$12.9K 0.01%
200
-85
204
$12.7K 0.01%
80
-20
205
$12.6K 0.01%
200
206
$12.3K 0.01%
+50
207
$12.2K 0.01%
258
208
$12.2K 0.01%
100
-100
209
$11.9K 0.01%
345
-334
210
$11.6K 0.01%
200
211
$11.5K 0.01%
17
212
$11.4K 0.01%
100
213
$11.3K 0.01%
50
214
$11.2K 0.01%
172
+60
215
$11.1K 0.01%
2,946
216
$10.9K 0.01%
75
217
$10.9K 0.01%
285
218
$10.9K 0.01%
1,005
219
$10.3K ﹤0.01%
+160
220
$9.88K ﹤0.01%
208
221
$9.83K ﹤0.01%
50
222
$9.7K ﹤0.01%
100
223
$9.55K ﹤0.01%
210
224
$9.52K ﹤0.01%
479
225
$9.48K ﹤0.01%
80
7 8
9
10 11