LWA
Lowe Wealth Advisors Portfolio holdings
AUM
$256M
This Quarter Return
+4.71%
1 Year Return
+13.41%
3 Year Return
+46.17%
5 Year Return
+69.22%
10 Year Return
+145.52%
AUM
$169M
AUM Growth
+$169M
(+4.9%)
Cap. Flow
+$687K
Cap. Flow
% of AUM
0.41%
Top 10 Holdings %
Top 10 Hldgs %
79.12%
Holding
324
New
60
Increased
45
Reduced
21
Closed
14
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$328K |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$305K |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$239K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$215K |
| 5 |
SPDR S&P Dividend ETF
SDY
|
$139K |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$605K |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$413K |
| 3 |
iShares Dow Jones US ETF
IYY
|
$155K |
| 4 |
iShares Russell 3000 ETF
IWV
|
$51.7K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$41.4K |
Sector Composition
| 1 | Materials | 1.26% |
| 2 | Consumer Staples | 0.95% |
| 3 | Communication Services | 0.86% |
| 4 | Technology | 0.76% |
| 5 | Industrials | 0.49% |
