LWA
Lowe Wealth Advisors Portfolio holdings
AUM
$256M
This Quarter Return
+0.13%
1 Year Return
+13.41%
3 Year Return
+46.17%
5 Year Return
+69.22%
10 Year Return
+145.52%
AUM
$235M
AUM Growth
+$235M
(+0.3%)
Cap. Flow
+$1.93M
Cap. Flow
% of AUM
0.82%
Top 10 Holdings %
Top 10 Hldgs %
76.62%
Holding
390
New
30
Increased
60
Reduced
56
Closed
18
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.75M |
| 2 |
Invesco QQQ Trust
QQQ
|
$915K |
| 3 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$878K |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$729K |
| 5 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
$698K |
Sector Composition
| 1 | Technology | 1.49% |
| 2 | Consumer Staples | 0.76% |
| 3 | Energy | 0.52% |
| 4 | Financials | 0.48% |
| 5 | Utilities | 0.47% |
