Lowe Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares AAA-A Rated Corporate Bond ETF
QLTA
|
+$4.73M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$4.67M |
| 3 |
iShares Gold Trust
IAU
|
+$792K |
| 4 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
+$768K |
| 5 |
VanEck Semiconductor ETF
SMH
|
+$609K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
WisdomTree US AI Enhanced Value Fund
AIVL
|
+$3.08M |
| 2 |
State Street SPDR S&P Dividend ETF
SDY
|
+$1.1M |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$724K |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$571K |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$328K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Staples | 1.31% |
| 2 | Technology | 1.03% |
| 3 | Industrials | 0.37% |
| 4 | Utilities | 0.35% |
| 5 | Consumer Discretionary | 0.3% |
Similar funds
Lowe Wealth Advisors's Q2 2020 Portfolio in Review
As of Q2 2020, Lowe Wealth Advisors held 342 positions worth $170M, up 20% from $142M the previous quarter. Its ten largest holdings account for 85% of the portfolio.
Lowe Wealth Advisors deployed $5.79M of net new capital in Q2 2020, opening 11 new positions and adding to 28 existing holdings. Its largest new stake was iShares AAA-A Rated Corporate Bond ETF: 83,682 shares worth $4.84M.
By sector, the portfolio is most concentrated in Consumer Staples at 1.3% of assets, down from 1.4% a quarter earlier, followed by Technology and Industrials.
On the sell side, the largest reduction was WisdomTree US AI Enhanced Value Fund, an estimated $3.08M trimmed.
- Lowe Wealth Advisors's largest Q2 2020 buy was iShares AAA-A Rated Corporate Bond ETF: 83,682 shares worth $4.84M.
- Lowe Wealth Advisors added most to JPMorgan Ultra-Short Income ETF in Q2 2020, an estimated $4.67M increase.
- Lowe Wealth Advisors's biggest Q2 2020 reduction was WisdomTree US AI Enhanced Value Fund, cutting an estimated $3.08M.
- Lowe Wealth Advisors fully exited iShares 1-3 Year Treasury Bond ETF in Q2 2020, selling an estimated $54K.
- Lowe Wealth Advisors's ten largest holdings make up 85% of its $170M portfolio in Q2 2020.
- Lowe Wealth Advisors opened 11 new positions and closed 56 in Q2 2020.
- Lowe Wealth Advisors's portfolio value rose 20% quarter-over-quarter to $170M.
Based on Lowe Wealth Advisors's 13F filing for Q2 2020, filed 8 Jul 2020.