LWA
Lowe Wealth Advisors Portfolio holdings
AUM
$256M
This Quarter Return
+5.29%
1 Year Return
+13.41%
3 Year Return
+46.17%
5 Year Return
+69.22%
10 Year Return
+145.52%
AUM
$186M
AUM Growth
+$186M
(+2.6%)
Cap. Flow
-$3.98M
Cap. Flow
% of AUM
-2.14%
Top 10 Holdings %
Top 10 Hldgs %
79.76%
Holding
367
New
10
Increased
26
Reduced
67
Closed
16
Top Buys
Top Sells
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$1.16M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$992K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$770K |
| 4 |
Verizon
VZ
|
$671K |
| 5 |
KraneShares Global Carbon Strategy ETF
KRBN
|
$545K |
Sector Composition
| 1 | Technology | 1.37% |
| 2 | Consumer Staples | 1.01% |
| 3 | Energy | 0.59% |
| 4 | Healthcare | 0.47% |
| 5 | Utilities | 0.4% |
