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
276
$7K ﹤0.01%
+161
277
$7K ﹤0.01%
+96
278
$7K ﹤0.01%
+42
279
$7K ﹤0.01%
224
280
$7K ﹤0.01%
120
-33
281
$7K ﹤0.01%
137
-136
282
$7K ﹤0.01%
247
+134
283
$7K ﹤0.01%
+43
284
$7K ﹤0.01%
+39
285
$7K ﹤0.01%
124
286
$7K ﹤0.01%
+81
287
$7K ﹤0.01%
94
288
$7K ﹤0.01%
50
289
$7K ﹤0.01%
67
-150
290
$7K ﹤0.01%
+520
291
$6K ﹤0.01%
+147
292
$6K ﹤0.01%
75
-106
293
$6K ﹤0.01%
+34
294
$6K ﹤0.01%
+49
295
$6K ﹤0.01%
+104
296
$6K ﹤0.01%
+1,177
297
$6K ﹤0.01%
+37
298
$6K ﹤0.01%
+89
299
$6K ﹤0.01%
+63
300
$6K ﹤0.01%
97
+53
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