LWA
Lowe Wealth Advisors Portfolio holdings
AUM
$256M
This Quarter Return
-0.5%
1 Year Return
+13.41%
3 Year Return
+46.17%
5 Year Return
+69.22%
10 Year Return
+145.52%
AUM
$148M
AUM Growth
+$148M
(+0.38%)
Cap. Flow
+$1.6M
Cap. Flow
% of AUM
1.08%
Top 10 Holdings %
Top 10 Hldgs %
75.03%
Holding
255
New
19
Increased
38
Reduced
11
Closed
17
Top Buys
Top Sells
| 1 |
iShares US Regional Banks ETF
IAT
|
$2.58M |
| 2 |
Invesco Water Resources ETF
PHO
|
$2.41M |
| 3 |
iShares Dow Jones US ETF
IYY
|
$134K |
| 4 |
IBM
IBM
|
$63.1K |
| 5 |
Adecoagro
AGRO
|
$61K |
Sector Composition
| 1 | Communication Services | 1.37% |
| 2 | Consumer Staples | 1.12% |
| 3 | Energy | 0.72% |
| 4 | Healthcare | 0.62% |
| 5 | Technology | 0.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Vanguard FTSE Emerging Markets ETF
VWO
$96.5B
| – | – |
-456
| Closed | -$19K |
|
|
VXRT
252
DELISTED
Vaxart
VXRT
| $0 | ﹤0.01% |
3
| – | – |
|
253
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$336M
| – | – |
-91
| Closed | -$5K |
|
254
Consumers Staples Select Sector SPDR Fund
XLP
$15.8B
| – | – |
-45
| Closed | -$2K |
|