LWA
Lowe Wealth Advisors Portfolio holdings
AUM
$256M
This Quarter Return
-4.65%
1 Year Return
+13.41%
3 Year Return
+46.17%
5 Year Return
+69.22%
10 Year Return
+145.52%
AUM
$170M
AUM Growth
+$170M
(-7.3%)
Cap. Flow
-$3.72M
Cap. Flow
% of AUM
-2.19%
Top 10 Holdings %
Top 10 Hldgs %
81.26%
Holding
363
New
29
Increased
40
Reduced
47
Closed
5
Top Buys
Top Sells
| 1 |
iShares Gold Trust
IAU
|
$4.85M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.09M |
| 3 |
Invesco QQQ Trust
QQQ
|
$871K |
| 4 |
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
|
$445K |
| 5 |
KraneShares Global Carbon Strategy ETF
KRBN
|
$336K |
Sector Composition
| 1 | Technology | 1.35% |
| 2 | Consumer Staples | 1.07% |
| 3 | Communication Services | 0.94% |
| 4 | Energy | 0.59% |
| 5 | Healthcare | 0.49% |
