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
251
$29K ﹤0.01%
190
252
$29K ﹤0.01%
343
-396
253
$29K ﹤0.01%
263
+206
254
$29K ﹤0.01%
1,335
255
$29K ﹤0.01%
163
256
$29K ﹤0.01%
193
257
$28K ﹤0.01%
136
258
$28K ﹤0.01%
257
+65
259
$28K ﹤0.01%
465
260
$28K ﹤0.01%
120
261
$28K ﹤0.01%
759
262
$28K ﹤0.01%
+105
263
$28K ﹤0.01%
156
264
$28K ﹤0.01%
+375
265
$28K ﹤0.01%
432
+20
266
$28K ﹤0.01%
294
+41
267
$28K ﹤0.01%
284
268
$27K ﹤0.01%
1,324
269
$27K ﹤0.01%
+430
270
$27K ﹤0.01%
1,473
271
$27K ﹤0.01%
+230
272
$27K ﹤0.01%
+3,090
273
$27K ﹤0.01%
1,050
274
$27K ﹤0.01%
152
275
$27K ﹤0.01%
+4,066
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