LWA

Lenox Wealth Advisors Portfolio holdings

AUM $798M
1-Year Est. Return 5.74%
This Quarter Est. Return
1 Year Est. Return
+5.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$533M
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$1.65M
3
+$1.54M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.47M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.36M

Top Sells

1
+$958K
2
+$847K
3
+$512K
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$334K
5
ED icon
Consolidated Edison
ED
+$219K

Sector Composition

1 Technology 1.04%
2 Consumer Discretionary 0.74%
3 Financials 0.72%
4 Healthcare 0.56%
5 Consumer Staples 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$13K ﹤0.01%
218
227
$13K ﹤0.01%
+344
228
$13K ﹤0.01%
119
-5
229
$13K ﹤0.01%
259
230
$13K ﹤0.01%
+120
231
$13K ﹤0.01%
751
232
$13K ﹤0.01%
60
233
$12K ﹤0.01%
+242
234
$12K ﹤0.01%
+77
235
$12K ﹤0.01%
72
+46
236
$12K ﹤0.01%
460
237
$12K ﹤0.01%
465
238
$12K ﹤0.01%
+185
239
$12K ﹤0.01%
1,008
240
$12K ﹤0.01%
195
+138
241
$11K ﹤0.01%
56
+45
242
$11K ﹤0.01%
+236
243
$11K ﹤0.01%
+77
244
$11K ﹤0.01%
+89
245
$11K ﹤0.01%
60
246
$11K ﹤0.01%
500
247
$10K ﹤0.01%
181
248
$10K ﹤0.01%
725
249
$10K ﹤0.01%
+109
250
$10K ﹤0.01%
57
8 9
10
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