LWA
Lowe Wealth Advisors Portfolio holdings
AUM
$256M
1-Year Return
13.41%
This Quarter Return
+4.69%
1 Year Return
+13.41%
3 Year Return
+46.17%
5 Year Return
+69.22%
10 Year Return
+145.52%
AUM
$197M
AUM Growth
+$11.3M
(+6.1%)
Cap. Flow
+$3.24M
Cap. Flow
% of AUM
1.64%
Top 10 Holdings %
Top 10 Hldgs %
78.7%
Holding
368
New
17
Increased
36
Reduced
50
Closed
12
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$367K |
| 2 |
iShares AAA-A Rated Corporate Bond ETF
QLTA
|
$222K |
| 3 |
iShares Gold Trust
IAU
|
$202K |
| 4 |
ProShares Short S&P500
SH
|
$200K |
| 5 |
Verizon
VZ
|
$152K |
Sector Composition
| 1 | Technology | 1.46% |
| 2 | Consumer Staples | 0.98% |
| 3 | Energy | 0.54% |
| 4 | Utilities | 0.37% |
| 5 | Consumer Discretionary | 0.35% |
