LWA
Lowe Wealth Advisors Portfolio holdings
AUM
$256M
This Quarter Return
-11.55%
1 Year Return
+13.41%
3 Year Return
+46.17%
5 Year Return
+69.22%
10 Year Return
+145.52%
AUM
$183M
AUM Growth
+$183M
(-17%)
Cap. Flow
-$10.2M
Cap. Flow
% of AUM
-5.58%
Top 10 Holdings %
Top 10 Hldgs %
81.98%
Holding
345
New
6
Increased
40
Reduced
46
Closed
11
Top Buys
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$5.35M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$4.2M |
| 3 |
Invesco QQQ Trust
QQQ
|
$1.24M |
| 4 |
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
$1.03M |
| 5 |
iShares AAA-A Rated Corporate Bond ETF
QLTA
|
$1.02M |
Sector Composition
| 1 | Technology | 1.25% |
| 2 | Consumer Staples | 1.15% |
| 3 | Communication Services | 1.05% |
| 4 | Energy | 0.48% |
| 5 | Healthcare | 0.47% |
