LWA
Lowe Wealth Advisors Portfolio holdings
AUM
$256M
This Quarter Return
+0.11%
1 Year Return
+13.41%
3 Year Return
+46.17%
5 Year Return
+69.22%
10 Year Return
+145.52%
AUM
$235M
AUM Growth
+$235M
(+1.1%)
Cap. Flow
+$2.52M
Cap. Flow
% of AUM
1.07%
Top 10 Holdings %
Top 10 Hldgs %
78.65%
Holding
378
New
60
Increased
96
Reduced
38
Closed
18
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.13M |
| 2 |
iShares MSCI Brazil ETF
EWZ
|
$686K |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$458K |
| 4 |
Invesco QQQ Trust
QQQ
|
$335K |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$323K |
Sector Composition
| 1 | Technology | 1.42% |
| 2 | Consumer Staples | 0.72% |
| 3 | Consumer Discretionary | 0.46% |
| 4 | Financials | 0.43% |
| 5 | Utilities | 0.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Norwegian Cruise Line
NCLH
$11.2B
| – | – |
-193
| Closed | -$3.96K |
|
377
Pan American Silver
PAAS
$12.3B
| – | – |
-479
| Closed | -$10K |
|
378
Tradeweb Markets
TW
$26.3B
| – | – |
-152
| Closed | -$18.8K |
|