LWA
Lowe Wealth Advisors Portfolio holdings
AUM
$256M
1-Year Return
13.41%
This Quarter Return
+6.08%
1 Year Return
+13.41%
3 Year Return
+46.17%
5 Year Return
+69.22%
10 Year Return
+145.52%
AUM
$180M
AUM Growth
+$10.4M
(+6.1%)
Cap. Flow
+$310K
Cap. Flow
% of AUM
0.17%
Top 10 Holdings %
Top 10 Hldgs %
84.74%
Holding
299
New
14
Increased
39
Reduced
32
Closed
16
Top Buys
Top Sells
| 1 |
iShares Dow Jones US ETF
IYY
|
$1.74M |
| 2 |
Invesco QQQ Trust
QQQ
|
$1.18M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$704K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$324K |
| 5 |
SPDR S&P Dividend ETF
SDY
|
$208K |
Sector Composition
| 1 | Consumer Staples | 1.34% |
| 2 | Technology | 1.07% |
| 3 | Utilities | 0.38% |
| 4 | Industrials | 0.37% |
| 5 | Consumer Discretionary | 0.34% |
