LWA
Lowe Wealth Advisors Portfolio holdings
AUM
$256M
This Quarter Return
+9.92%
1 Year Return
+13.41%
3 Year Return
+46.17%
5 Year Return
+69.22%
10 Year Return
+145.52%
AUM
$165M
AUM Growth
+$165M
(+13%)
Cap. Flow
+$4.03M
Cap. Flow
% of AUM
2.44%
Top 10 Holdings %
Top 10 Hldgs %
78.35%
Holding
311
New
33
Increased
32
Reduced
33
Closed
10
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$485K |
| 2 |
Invesco QQQ Trust
QQQ
|
$336K |
| 3 |
Walt Disney
DIS
|
$232K |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$124K |
| 5 |
GG
Goldcorp Inc
GG
|
$93.7K |
Sector Composition
| 1 | Real Estate | 1.5% |
| 2 | Consumer Staples | 1.06% |
| 3 | Materials | 0.74% |
| 4 | Technology | 0.66% |
| 5 | Industrials | 0.35% |
