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LWA
Lowe Wealth Advisors Portfolio holdings
AUM
$274M
1-Year Est. Return
14.31%
This Fund
S&P 500
1 Year Est. Return
+14.31%
AUM
$183M
AUM Growth
-$37.8M
(-17%)
Holding
345
Top Buys
| 1 | +$2.8M | |
| 2 | +$916K | |
| 3 | +$835K | |
| 4 |
Horizon Kinetics Inflation Beneficiaries ETF
INFL
|
+$383K |
| 5 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$381K |
Top Sells
| 1 | +$5.83M | |
| 2 | +$4.71M | |
| 3 | +$1.37M | |
| 4 |
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
+$1.18M |
| 5 |
iShares AAA-A Rated Corporate Bond ETF
QLTA
|
+$1.03M |
Sector Composition
| 1 | Technology | 1.25% |
| 2 | Consumer Staples | 1.15% |
| 3 | Communication Services | 1.04% |
| 4 | Energy | 0.48% |
| 5 | Healthcare | 0.47% |