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
1
$54.3M 30.02%
142,089
-2,504
2
$19.5M 10.78%
270,586
-2,602
3
$14.1M 7.77%
52,791
-2,697
4
$11.8M 6.52%
157,015
-1,077
5
$10.2M 5.66%
204,251
+2,496
6
$9.68M 5.35%
98,164
-1,881
7
$9.33M 5.16%
269,849
-23,201
8
$6.1M 3.37%
193,869
+6,800
9
$4.19M 2.31%
65,346
+9,080
10
$3.67M 2.03%
67,382
+7,882
11
$3.66M 2.02%
33,788
+5,646
12
$3.55M 1.96%
38,013
-979
13
$1.76M 0.97%
+19,230
14
$1.65M 0.91%
3,725
+27
15
$1.33M 0.73%
15,175
+742
16
$1.33M 0.73%
28,624
-3,650
17
$1.18M 0.65%
14,225
+1
18
$1.14M 0.63%
13,859
-485
19
$1.09M 0.6%
4,946
20
$952K 0.53%
24,151
-5,295
21
$749K 0.41%
13,135
+175
22
$696K 0.38%
2,904
+18
23
$682K 0.38%
+14,925
24
$655K 0.36%
10,620
-250
25
$638K 0.35%
19,565
-420
1
2 3 4 5