LWA
Lowe Wealth Advisors Portfolio holdings
AUM
$256M
This Quarter Return
+2.67%
1 Year Return
+13.41%
3 Year Return
+46.17%
5 Year Return
+69.22%
10 Year Return
+145.52%
AUM
$149M
AUM Growth
+$149M
(+2.1%)
Cap. Flow
-$3.56M
Cap. Flow
% of AUM
-2.39%
Top 10 Holdings %
Top 10 Hldgs %
74.66%
Holding
270
New
40
Increased
45
Reduced
16
Closed
11
Top Buys
| 1 |
Walt Disney
DIS
|
$235K |
| 2 |
iShares Gold Trust
IAU
|
$186K |
| 3 |
SPDR S&P Dividend ETF
SDY
|
$99.9K |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$99.5K |
| 5 |
POT
Potash Corp Of Saskatchewan
POT
|
$87.4K |
Top Sells
| 1 |
ProShares Short S&P500
SH
|
$2.94M |
| 2 |
Invesco BuyBack Achievers ETF
PKW
|
$670K |
| 3 |
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
|
$453K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$216K |
| 5 |
Invesco QQQ Trust
QQQ
|
$177K |
Sector Composition
| 1 | Communication Services | 1.71% |
| 2 | Materials | 1.08% |
| 3 | Consumer Staples | 1.01% |
| 4 | Energy | 0.41% |
| 5 | Technology | 0.4% |
