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
$643M
AUM Growth
+$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
867
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$2.95M
3
+$874K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$860K
5
META icon
Meta Platforms (Facebook)
META
+$487K

Top Sells

1
+$6.35M
2
+$1.67M
3
+$1.49M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$822K
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$441K

Sector Composition

1 Technology 1.54%
2 Financials 1.03%
3 Consumer Discretionary 0.82%
4 Communication Services 0.7%
5 Consumer Staples 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$34K 0.01%
+130
227
$34K 0.01%
1,601
228
$34K 0.01%
+200
229
$33K 0.01%
272
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230
$33K 0.01%
598
231
$33K 0.01%
+600
232
$33K 0.01%
172
233
$32K 0.01%
2,500
234
$32K 0.01%
578
235
$32K 0.01%
+205
236
$32K 0.01%
276
+2
237
$32K 0.01%
1,638
238
$32K 0.01%
374
+350
239
$31K ﹤0.01%
+740
240
$31K ﹤0.01%
180
+170
241
$31K ﹤0.01%
+330
242
$31K ﹤0.01%
420
243
$30K ﹤0.01%
144
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244
$30K ﹤0.01%
131
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245
$30K ﹤0.01%
314
246
$30K ﹤0.01%
556
247
$30K ﹤0.01%
+556
248
$30K ﹤0.01%
1,250
-390
249
$30K ﹤0.01%
1,142
250
$29K ﹤0.01%
172
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10
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