Lowe Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
ProShares Short S&P500
SH
|
+$3.05M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$844K |
| 3 |
VanEck Gold Miners ETF
GDX
|
+$317K |
| 4 |
iShares Gold Trust
IAU
|
+$311K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$286K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P Dividend ETF
SDY
|
+$4.42M |
| 2 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$4.34M |
| 3 |
Annaly Capital Management
NLY
|
+$2.6M |
| 4 |
HDV
iShares Core High Dividend ETF
HDV
|
+$2.49M |
| 5 |
WisdomTree US AI Enhanced Value Fund
AIVL
|
+$1.45M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Staples | 1.41% |
| 2 | Technology | 1.08% |
| 3 | Utilities | 0.42% |
| 4 | Healthcare | 0.32% |
| 5 | Communication Services | 0.3% |
Similar funds
Lowe Wealth Advisors's Q1 2020 Portfolio in Review
As of Q1 2020, Lowe Wealth Advisors held 359 positions worth $142M, down 21% from $180M the previous quarter. Its ten largest holdings account for 85% of the portfolio.
Lowe Wealth Advisors withdrew a net $12.4M in Q1 2020, closing 28 positions and reducing 50 holdings. Its most notable exit was Annaly Capital Management, an estimated $2.6M position sold in full.
By sector, the portfolio is most concentrated in Consumer Staples at 1.4% of assets, up from 1.2% a quarter earlier, followed by Technology and Utilities.
Against the trend, Lowe Wealth Advisors opened a new position in State Street Consumer Staples Select Sector SPDR ETF worth $60K.
- Lowe Wealth Advisors's largest Q1 2020 buy was State Street Consumer Staples Select Sector SPDR ETF: 1,100 shares worth $60K.
- Lowe Wealth Advisors added most to ProShares Short S&P500 in Q1 2020, an estimated $3.05M increase.
- Lowe Wealth Advisors's biggest Q1 2020 reduction was State Street SPDR S&P Dividend ETF, cutting an estimated $4.42M.
- Lowe Wealth Advisors fully exited Annaly Capital Management in Q1 2020, selling an estimated $2.6M.
- Lowe Wealth Advisors's ten largest holdings make up 85% of its $142M portfolio in Q1 2020.
- Lowe Wealth Advisors opened 35 new positions and closed 28 in Q1 2020.
- Lowe Wealth Advisors's portfolio value fell 21% quarter-over-quarter to $142M.
Based on Lowe Wealth Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.