LWA
Lowe Wealth Advisors Portfolio holdings
AUM
$256M
1-Year Return
13.41%
This Quarter Return
+6.03%
1 Year Return
+13.41%
3 Year Return
+46.17%
5 Year Return
+69.22%
10 Year Return
+145.52%
AUM
$180M
AUM Growth
+$12.6M
(+7.6%)
Cap. Flow
+$2.67M
Cap. Flow
% of AUM
1.48%
Top 10 Holdings %
Top 10 Hldgs %
80.14%
Holding
340
New
39
Increased
34
Reduced
30
Closed
16
Top Buys
Top Sells
| 1 |
Newmont
NEM
|
$810K |
| 2 |
iShares Russell 3000 ETF
IWV
|
$187K |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$128K |
| 4 |
iShares Dow Jones US ETF
IYY
|
$68K |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$59.8K |
Sector Composition
| 1 | Real Estate | 1.49% |
| 2 | Consumer Staples | 1.22% |
| 3 | Technology | 0.98% |
| 4 | Industrials | 0.43% |
| 5 | Communication Services | 0.3% |
