LWA
Lowe Wealth Advisors Portfolio holdings
AUM
$256M
1-Year Return
13.41%
This Quarter Return
+7.57%
1 Year Return
+13.41%
3 Year Return
+46.17%
5 Year Return
+69.22%
10 Year Return
+145.52%
AUM
$227M
AUM Growth
+$16.4M
(+7.8%)
Cap. Flow
+$1.37M
Cap. Flow
% of AUM
0.6%
Top 10 Holdings %
Top 10 Hldgs %
82.3%
Holding
323
New
24
Increased
36
Reduced
28
Closed
8
Top Buys
Top Sells
| 1 |
Industrial Select Sector SPDR Fund
XLI
|
$2.8M |
| 2 |
iShares AAA-A Rated Corporate Bond ETF
QLTA
|
$372K |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$185K |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$127K |
| 5 |
AT&T
T
|
$117K |
Sector Composition
| 1 | Technology | 1.28% |
| 2 | Consumer Staples | 1.04% |
| 3 | Communication Services | 0.86% |
| 4 | Financials | 0.5% |
| 5 | Consumer Discretionary | 0.39% |
