LWA
Lowe Wealth Advisors Portfolio holdings
AUM
$256M
This Quarter Return
+5.68%
1 Year Return
+13.41%
3 Year Return
+46.17%
5 Year Return
+69.22%
10 Year Return
+145.52%
AUM
$232M
AUM Growth
+$232M
(+5.7%)
Cap. Flow
+$777K
Cap. Flow
% of AUM
0.33%
Top 10 Holdings %
Top 10 Hldgs %
79.02%
Holding
328
New
13
Increased
52
Reduced
41
Closed
10
Top Buys
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$1.16M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$812K |
| 3 |
VanEck Semiconductor ETF
SMH
|
$419K |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$189K |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$137K |
Sector Composition
| 1 | Technology | 1.39% |
| 2 | Consumer Staples | 0.78% |
| 3 | Energy | 0.44% |
| 4 | Utilities | 0.42% |
| 5 | Consumer Discretionary | 0.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
St. Joe Company
JOE
$2.86B
| – | – |
-1,154
| Closed | -$63.1K |
|
327
NVIDIA
NVDA
$4.16T
| – | – |
-200
| Closed | -$24.7K |
|
328
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.95B
| – | – |
-900
| Closed | -$47.2K |
|