LWA
Lowe Wealth Advisors Portfolio holdings
AUM
$256M
This Quarter Return
-1.97%
1 Year Return
+13.41%
3 Year Return
+46.17%
5 Year Return
+69.22%
10 Year Return
+145.52%
AUM
$221M
AUM Growth
+$221M
(-2.7%)
Cap. Flow
+$946K
Cap. Flow
% of AUM
0.43%
Top 10 Holdings %
Top 10 Hldgs %
80.57%
Holding
348
New
33
Increased
32
Reduced
49
Closed
9
Top Buys
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$3.07M |
| 2 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
$1.29M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$1.01M |
| 4 |
iShares AAA-A Rated Corporate Bond ETF
QLTA
|
$540K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$438K |
Sector Composition
| 1 | Technology | 1.17% |
| 2 | Consumer Staples | 1.09% |
| 3 | Communication Services | 0.9% |
| 4 | Financials | 0.47% |
| 5 | Energy | 0.43% |
