LWA
Lowe Wealth Advisors Portfolio holdings
AUM
$256M
1-Year Return
13.41%
This Quarter Return
+3.39%
1 Year Return
+13.41%
3 Year Return
+46.17%
5 Year Return
+69.22%
10 Year Return
+145.52%
AUM
$167M
AUM Growth
+$1.5M
(+0.91%)
Cap. Flow
-$4.1M
Cap. Flow
% of AUM
-2.46%
Top 10 Holdings %
Top 10 Hldgs %
80.48%
Holding
327
New
26
Increased
45
Reduced
24
Closed
13
Top Buys
| 1 |
Newmont
NEM
|
$826K |
| 2 |
ProShares Short S&P500
SH
|
$408K |
| 3 |
Badger Meter
BMI
|
$271K |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$235K |
| 5 |
Annaly Capital Management
NLY
|
$162K |
Top Sells
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$5.51M |
| 2 |
GG
Goldcorp Inc
GG
|
$790K |
| 3 |
Nutrien
NTR
|
$348K |
| 4 |
iShares Dow Jones US ETF
IYY
|
$157K |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$127K |
Sector Composition
| 1 | Real Estate | 1.47% |
| 2 | Consumer Staples | 1.08% |
| 3 | Technology | 0.93% |
| 4 | Materials | 0.63% |
| 5 | Industrials | 0.41% |
