LWA
Lowe Wealth Advisors Portfolio holdings
AUM
$256M
This Quarter Return
+5.99%
1 Year Return
+13.41%
3 Year Return
+46.17%
5 Year Return
+69.22%
10 Year Return
+145.52%
AUM
$209M
AUM Growth
+$209M
(+5%)
Cap. Flow
-$16.2M
Cap. Flow
% of AUM
-7.77%
Top 10 Holdings %
Top 10 Hldgs %
83.12%
Holding
299
New
9
Increased
33
Reduced
31
Closed
7
Top Buys
Top Sells
| 1 |
iShares Gold Trust
IAU
|
$14.9M |
| 2 |
VanEck Gold Miners ETF
GDX
|
$3.13M |
| 3 |
iShares AAA-A Rated Corporate Bond ETF
QLTA
|
$708K |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$506K |
| 5 |
iShares Global Clean Energy ETF
ICLN
|
$471K |
Sector Composition
| 1 | Technology | 1.13% |
| 2 | Consumer Staples | 1.09% |
| 3 | Communication Services | 0.99% |
| 4 | Financials | 0.52% |
| 5 | Industrials | 0.42% |
