LWA
Lowe Wealth Advisors Portfolio holdings
AUM
$256M
1-Year Return
13.41%
This Quarter Return
+2.86%
1 Year Return
+13.41%
3 Year Return
+46.17%
5 Year Return
+69.22%
10 Year Return
+145.52%
AUM
$146M
AUM Growth
-$1.33M
(-0.9%)
Cap. Flow
-$4.99M
Cap. Flow
% of AUM
-3.42%
Top 10 Holdings %
Top 10 Hldgs %
75.19%
Holding
251
New
9
Increased
36
Reduced
25
Closed
21
Top Buys
| 1 |
ProShares Short S&P500
SH
|
$3.15M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$513K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$331K |
| 4 |
iShares Gold Trust
IAU
|
$283K |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$247K |
Top Sells
| 1 |
iShares Russell 3000 ETF
IWV
|
$3.74M |
| 2 |
iShares Dow Jones US ETF
IYY
|
$3.68M |
| 3 |
Invesco BuyBack Achievers ETF
PKW
|
$2M |
| 4 |
First Trust US Equity Opportunities ETF
FPX
|
$1.02M |
| 5 |
Invesco QQQ Trust
QQQ
|
$56.7K |
Sector Composition
| 1 | Communication Services | 1.48% |
| 2 | Consumer Staples | 0.96% |
| 3 | Materials | 0.87% |
| 4 | Technology | 0.44% |
| 5 | Energy | 0.38% |
