LWA
Lowe Wealth Advisors Portfolio holdings
AUM
$256M
1-Year Return
13.41%
This Quarter Return
+8.04%
1 Year Return
+13.41%
3 Year Return
+46.17%
5 Year Return
+69.22%
10 Year Return
+145.52%
AUM
$197M
AUM Growth
+$16.7M
(+9.3%)
Cap. Flow
+$3.46M
Cap. Flow
% of AUM
1.76%
Top 10 Holdings %
Top 10 Hldgs %
83.81%
Holding
295
New
12
Increased
27
Reduced
21
Closed
11
Top Buys
Top Sells
| 1 |
ProShares Short S&P500
SH
|
$890K |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$775K |
| 3 |
Invesco QQQ Trust
QQQ
|
$276K |
| 4 |
Howmet Aerospace
HWM
|
$143K |
| 5 |
iShares Dow Jones US ETF
IYY
|
$110K |
Sector Composition
| 1 | Consumer Staples | 1.2% |
| 2 | Technology | 1.12% |
| 3 | Industrials | 0.35% |
| 4 | Utilities | 0.35% |
| 5 | Financials | 0.31% |
