LWA
Lowe Wealth Advisors Portfolio holdings
AUM
$256M
This Quarter Return
-0.29%
1 Year Return
+13.41%
3 Year Return
+46.17%
5 Year Return
+69.22%
10 Year Return
+145.52%
AUM
$211M
AUM Growth
+$211M
(+0.97%)
Cap. Flow
+$2.7M
Cap. Flow
% of AUM
1.28%
Top 10 Holdings %
Top 10 Hldgs %
82.4%
Holding
308
New
16
Increased
32
Reduced
35
Closed
9
Top Buys
Top Sells
| 1 |
Quanta Services
PWR
|
$422K |
| 2 |
VanEck Gold Miners ETF
GDX
|
$334K |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$302K |
| 4 |
iShares Dow Jones US ETF
IYY
|
$278K |
| 5 |
iShares AAA-A Rated Corporate Bond ETF
QLTA
|
$250K |
Sector Composition
| 1 | Technology | 1.11% |
| 2 | Consumer Staples | 0.99% |
| 3 | Communication Services | 0.95% |
| 4 | Financials | 0.52% |
| 5 | Healthcare | 0.33% |