LWA
Lowe Wealth Advisors Portfolio holdings
AUM
$256M
This Quarter Return
+1.95%
1 Year Return
+13.41%
3 Year Return
+46.17%
5 Year Return
+69.22%
10 Year Return
+145.52%
AUM
$161M
AUM Growth
+$161M
(+1.1%)
Cap. Flow
-$952K
Cap. Flow
% of AUM
-0.59%
Top 10 Holdings %
Top 10 Hldgs %
78.67%
Holding
277
New
8
Increased
33
Reduced
31
Closed
13
Top Buys
| 1 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$358K |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$150K |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$119K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$96.8K |
| 5 |
iShares Gold Trust
IAU
|
$87.6K |
Top Sells
| 1 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$789K |
| 2 |
PNC Financial Services
PNC
|
$326K |
| 3 |
Invesco QQQ Trust
QQQ
|
$175K |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$174K |
| 5 |
iShares Dow Jones US ETF
IYY
|
$70.9K |
Sector Composition
| 1 | Materials | 1.44% |
| 2 | Consumer Staples | 0.89% |
| 3 | Communication Services | 0.82% |
| 4 | Technology | 0.67% |
| 5 | Consumer Discretionary | 0.46% |