LWA
Lowe Wealth Advisors Portfolio holdings
AUM
$256M
1-Year Return
13.41%
This Quarter Return
+15.99%
1 Year Return
+13.41%
3 Year Return
+46.17%
5 Year Return
+69.22%
10 Year Return
+145.52%
AUM
$170M
AUM Growth
+$27.7M
(+20%)
Cap. Flow
+$5.79M
Cap. Flow
% of AUM
3.41%
Top 10 Holdings %
Top 10 Hldgs %
84.78%
Holding
341
New
10
Increased
28
Reduced
36
Closed
55
Top Buys
| 1 |
iShares AAA-A Rated Corporate Bond ETF
QLTA
|
$4.84M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$4.71M |
| 3 |
iShares Gold Trust
IAU
|
$821K |
| 4 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
$801K |
| 5 |
VanEck Semiconductor ETF
SMH
|
$677K |
Top Sells
| 1 |
WisdomTree US AI Enhanced Value Fund
AIVL
|
$3.18M |
| 2 |
SPDR S&P Dividend ETF
SDY
|
$1.15M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$796K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$602K |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$335K |
Sector Composition
| 1 | Consumer Staples | 1.31% |
| 2 | Technology | 1.03% |
| 3 | Industrials | 0.37% |
| 4 | Utilities | 0.35% |
| 5 | Consumer Discretionary | 0.3% |
