LWA
Lowe Wealth Advisors Portfolio holdings
AUM
$256M
This Quarter Return
+2.48%
1 Year Return
+13.41%
3 Year Return
+46.17%
5 Year Return
+69.22%
10 Year Return
+145.52%
AUM
$199M
AUM Growth
+$199M
(+1%)
Cap. Flow
-$1.54M
Cap. Flow
% of AUM
-0.77%
Top 10 Holdings %
Top 10 Hldgs %
82.96%
Holding
302
New
18
Increased
31
Reduced
44
Closed
12
Top Buys
| 1 |
Industrial Select Sector SPDR Fund
XLI
|
$2.75M |
| 2 |
Verizon
VZ
|
$1.07M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$738K |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$522K |
| 5 |
iShares Global Clean Energy ETF
ICLN
|
$509K |
Top Sells
| 1 |
ProShares Short S&P500
SH
|
$3.05M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$2.15M |
| 3 |
SPDR S&P Aerospace & Defense ETF
XAR
|
$730K |
| 4 |
Invesco QQQ Trust
QQQ
|
$666K |
| 5 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$587K |
Sector Composition
| 1 | Consumer Staples | 1.12% |
| 2 | Technology | 1.12% |
| 3 | Communication Services | 0.9% |
| 4 | Industrials | 0.42% |
| 5 | Financials | 0.4% |
