LWA
Lowe Wealth Advisors Portfolio holdings
AUM
$256M
This Quarter Return
+6.02%
1 Year Return
+13.41%
3 Year Return
+46.17%
5 Year Return
+69.22%
10 Year Return
+145.52%
AUM
$181M
AUM Growth
+$181M
(+6.6%)
Cap. Flow
+$1.35M
Cap. Flow
% of AUM
0.75%
Top 10 Holdings %
Top 10 Hldgs %
78.96%
Holding
369
New
11
Increased
41
Reduced
36
Closed
12
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$958K |
| 2 |
iShares Gold Trust
IAU
|
$803K |
| 3 |
Invesco QQQ Trust
QQQ
|
$718K |
| 4 |
Verizon
VZ
|
$209K |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$188K |
Sector Composition
| 1 | Technology | 1.29% |
| 2 | Consumer Staples | 1.19% |
| 3 | Communication Services | 0.78% |
| 4 | Energy | 0.67% |
| 5 | Healthcare | 0.51% |
