LWA
Lowe Wealth Advisors Portfolio holdings
AUM
$256M
1-Year Return
13.41%
This Quarter Return
-2.23%
1 Year Return
+13.41%
3 Year Return
+46.17%
5 Year Return
+69.22%
10 Year Return
+145.52%
AUM
$188M
AUM Growth
-$9.08M
(-4.6%)
Cap. Flow
-$4.24M
Cap. Flow
% of AUM
-2.25%
Top 10 Holdings %
Top 10 Hldgs %
78.77%
Holding
371
New
15
Increased
20
Reduced
90
Closed
66
Top Buys
| 1 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$3.01M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$590K |
| 3 |
AB Ultra Short Income ETF
YEAR
|
$399K |
| 4 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$315K |
| 5 |
Zoom
ZM
|
$307K |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
$3.08M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$2.42M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$498K |
| 4 |
iShares Global 100 ETF
IOO
|
$325K |
| 5 |
iShares Russell 2000 ETF
IWM
|
$298K |
Sector Composition
| 1 | Technology | 1.54% |
| 2 | Consumer Staples | 0.88% |
| 3 | Energy | 0.7% |
| 4 | Utilities | 0.4% |
| 5 | Consumer Discretionary | 0.39% |
