LWA
Lowe Wealth Advisors Portfolio holdings
AUM
$256M
This Quarter Return
-0.93%
1 Year Return
+13.41%
3 Year Return
+46.17%
5 Year Return
+69.22%
10 Year Return
+145.52%
AUM
$159M
AUM Growth
+$159M
(-2.9%)
Cap. Flow
-$3.07M
Cap. Flow
% of AUM
-1.93%
Top 10 Holdings %
Top 10 Hldgs %
77.83%
Holding
286
New
18
Increased
35
Reduced
27
Closed
17
Top Buys
| 1 |
ProShares Short S&P500
SH
|
$2.37M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$2.17M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$987K |
| 4 |
Nutrien
NTR
|
$875K |
| 5 |
iShares Gold Trust
IAU
|
$445K |
Top Sells
Sector Composition
| 1 | Materials | 1.39% |
| 2 | Consumer Staples | 0.86% |
| 3 | Communication Services | 0.84% |
| 4 | Technology | 0.65% |
| 5 | Financials | 0.58% |
