Lowe Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
VanEck Gold Miners ETF
GDX
|
+$533K |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$404K |
| 3 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$291K |
| 4 |
iShares Gold Trust
IAU
|
+$200K |
| 5 |
iShares MSCI KLD 400 Social ETF
DSI
|
+$143K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ProShares Short S&P500
SH
|
+$2.25M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$1.07M |
| 3 |
iShares Dow Jones US ETF
IYY
|
+$986K |
| 4 |
Nutrien
NTR
|
+$712K |
| 5 |
AT&T
T
|
+$589K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Staples | 1.13% |
| 2 | Materials | 0.8% |
| 3 | Technology | 0.66% |
| 4 | Communication Services | 0.48% |
| 5 | Industrials | 0.33% |
Similar funds
Lowe Wealth Advisors's Q4 2018 Portfolio in Review
As of Q4 2018, Lowe Wealth Advisors held 324 positions worth $146M, down 13% from $169M the previous quarter. Its ten largest holdings account for 80% of the portfolio.
Lowe Wealth Advisors withdrew a net $6.58M in Q4 2018, closing 46 positions and reducing 56 holdings. Its most notable exit was Express Scripts Holding Company, an estimated $84K position sold in full.
By sector, the portfolio is most concentrated in Consumer Staples at 1.1% of assets, up from 0.95% a quarter earlier, followed by Materials and Technology.
Against the trend, Lowe Wealth Advisors opened a new position in iShares MSCI KLD 400 Social ETF worth $135K.
- Lowe Wealth Advisors's largest Q4 2018 buy was iShares MSCI KLD 400 Social ETF: 2,900 shares worth $135K.
- Lowe Wealth Advisors added most to VanEck Gold Miners ETF in Q4 2018, an estimated $533K increase.
- Lowe Wealth Advisors's biggest Q4 2018 reduction was ProShares Short S&P500, cutting an estimated $2.25M.
- Lowe Wealth Advisors fully exited Express Scripts Holding Company in Q4 2018, selling an estimated $84K.
- Lowe Wealth Advisors's ten largest holdings make up 80% of its $146M portfolio in Q4 2018.
- Lowe Wealth Advisors opened 14 new positions and closed 46 in Q4 2018.
- Lowe Wealth Advisors's portfolio value fell 13% quarter-over-quarter to $146M.
Based on Lowe Wealth Advisors's 13F filing for Q4 2018, filed 10 Jan 2019.