LWA
Lowe Wealth Advisors Portfolio holdings
AUM
$256M
1-Year Return
13.41%
This Quarter Return
-4.95%
1 Year Return
+13.41%
3 Year Return
+46.17%
5 Year Return
+69.22%
10 Year Return
+145.52%
AUM
$132M
AUM Growth
-$15.6M
(-11%)
Cap. Flow
-$8.11M
Cap. Flow
% of AUM
-6.14%
Top 10 Holdings %
Top 10 Hldgs %
78.44%
Holding
267
New
29
Increased
40
Reduced
34
Closed
28
Top Buys
| 1 |
iShares US Real Estate ETF
IYR
|
$2.4M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$217K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$207K |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$133K |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$122K |
Top Sells
Sector Composition
| 1 | Communication Services | 1.37% |
| 2 | Consumer Staples | 0.89% |
| 3 | Technology | 0.46% |
| 4 | Energy | 0.42% |
| 5 | Healthcare | 0.39% |
