LWA
Lowe Wealth Advisors Portfolio holdings
AUM
$256M
This Quarter Return
+2.47%
1 Year Return
+13.41%
3 Year Return
+46.17%
5 Year Return
+69.22%
10 Year Return
+145.52%
AUM
$220M
AUM Growth
+$220M
(+2.2%)
Cap. Flow
-$219K
Cap. Flow
% of AUM
-0.1%
Top 10 Holdings %
Top 10 Hldgs %
79.71%
Holding
336
New
29
Increased
40
Reduced
57
Closed
21
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.27M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$537K |
| 3 |
Invesco QQQ Trust
QQQ
|
$508K |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$384K |
| 5 |
ProShares Short S&P500
SH
|
$295K |
Sector Composition
| 1 | Technology | 1.4% |
| 2 | Consumer Staples | 0.73% |
| 3 | Energy | 0.5% |
| 4 | Consumer Discretionary | 0.38% |
| 5 | Utilities | 0.37% |
