LWA

Lenox Wealth Advisors Portfolio holdings

AUM $798M
1-Year Est. Return 5.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$729M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$1.65M
3
+$1.42M
4
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$827K
5
SLM icon
SLM Corp
SLM
+$629K

Top Sells

1
+$11.1M
2
+$3.3M
3
+$2.77M
4
META icon
Meta Platforms (Facebook)
META
+$1.14M
5
WTPI
WisdomTree Equity Premium Income Fund
WTPI
+$880K

Sector Composition

1 Technology 1.63%
2 Consumer Discretionary 1.06%
3 Financials 0.85%
4 Communication Services 0.77%
5 Consumer Staples 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$28K ﹤0.01%
543
252
$28K ﹤0.01%
232
-74
253
$28K ﹤0.01%
1,335
254
$27K ﹤0.01%
211
+41
255
$27K ﹤0.01%
1,473
256
$27K ﹤0.01%
+207
257
$27K ﹤0.01%
395
258
$27K ﹤0.01%
455
-1,006
259
$27K ﹤0.01%
1,500
260
$27K ﹤0.01%
220
-20
261
$27K ﹤0.01%
87
-47
262
$26K ﹤0.01%
808
+330
263
$26K ﹤0.01%
219
+2
264
$26K ﹤0.01%
1,043
265
$26K ﹤0.01%
368
+67
266
$25K ﹤0.01%
159
-18
267
$25K ﹤0.01%
402
268
$25K ﹤0.01%
139
+48
269
$25K ﹤0.01%
250
270
$25K ﹤0.01%
68
+1
271
$25K ﹤0.01%
413
-197
272
$25K ﹤0.01%
235
273
$25K ﹤0.01%
301
274
$25K ﹤0.01%
+1,000
275
$24K ﹤0.01%
759
9 10
11
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