LWA
Lowe Wealth Advisors Portfolio holdings
AUM
$256M
This Quarter Return
-9.14%
1 Year Return
+13.41%
3 Year Return
+46.17%
5 Year Return
+69.22%
10 Year Return
+145.52%
AUM
$146M
AUM Growth
+$146M
(-13%)
Cap. Flow
-$6.28M
Cap. Flow
% of AUM
-4.29%
Top 10 Holdings %
Top 10 Hldgs %
80.4%
Holding
324
New
14
Increased
19
Reduced
56
Closed
46
Top Buys
Top Sells
| 1 |
ProShares Short S&P500
SH
|
$2.41M |
| 2 |
Invesco QQQ Trust
QQQ
|
$986K |
| 3 |
iShares Dow Jones US ETF
IYY
|
$912K |
| 4 |
Nutrien
NTR
|
$642K |
| 5 |
AT&T
T
|
$549K |
Sector Composition
| 1 | Consumer Staples | 1.13% |
| 2 | Materials | 0.8% |
| 3 | Technology | 0.66% |
| 4 | Communication Services | 0.48% |
| 5 | Industrials | 0.33% |
