LWA
Lowe Wealth Advisors Portfolio holdings
AUM
$256M
This Quarter Return
+1.4%
1 Year Return
+13.41%
3 Year Return
+46.17%
5 Year Return
+69.22%
10 Year Return
+145.52%
AUM
$167M
AUM Growth
+$167M
(+0.44%)
Cap. Flow
-$1.49M
Cap. Flow
% of AUM
-0.89%
Top 10 Holdings %
Top 10 Hldgs %
80.56%
Holding
319
New
5
Increased
25
Reduced
29
Closed
18
Top Buys
| 1 |
ProShares Short S&P500
SH
|
$435K |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$165K |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$132K |
| 4 |
iShares Gold Trust
IAU
|
$128K |
| 5 |
VanEck Gold Miners ETF
GDX
|
$79.1K |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$540K |
| 2 |
SPDR S&P Dividend ETF
SDY
|
$464K |
| 3 |
WisdomTree US AI Enhanced Value Fund
AIVL
|
$453K |
| 4 |
iShares Dow Jones US ETF
IYY
|
$375K |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$121K |
Sector Composition
| 1 | Real Estate | 1.44% |
| 2 | Consumer Staples | 1.1% |
| 3 | Technology | 0.92% |
| 4 | Materials | 0.53% |
| 5 | Industrials | 0.4% |
