LWA
Lowe Wealth Advisors Portfolio holdings
AUM
$256M
1-Year Return
13.41%
This Quarter Return
+4.38%
1 Year Return
+13.41%
3 Year Return
+46.17%
5 Year Return
+69.22%
10 Year Return
+145.52%
AUM
$164M
AUM Growth
+$4.08M
(+2.5%)
Cap. Flow
-$2.59M
Cap. Flow
% of AUM
-1.58%
Top 10 Holdings %
Top 10 Hldgs %
77.64%
Holding
286
New
28
Increased
27
Reduced
45
Closed
17
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.5M |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
$341K |
| 3 |
Ameren
AEE
|
$244K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$194K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$147K |
Top Sells
| 1 |
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
|
$2.15M |
| 2 |
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
|
$2.04M |
| 3 |
Lockheed Martin
LMT
|
$331K |
| 4 |
HSBC
HSBC
|
$259K |
| 5 |
Invesco QQQ Trust
QQQ
|
$210K |
Sector Composition
| 1 | Communication Services | 0.9% |
| 2 | Materials | 0.83% |
| 3 | Consumer Staples | 0.83% |
| 4 | Technology | 0.64% |
| 5 | Industrials | 0.57% |
