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
276
$27K ﹤0.01%
200
277
$27K ﹤0.01%
+3,441
278
$27K ﹤0.01%
+639
279
$27K ﹤0.01%
441
280
$26K ﹤0.01%
143
-49
281
$26K ﹤0.01%
409
+7
282
$26K ﹤0.01%
501
+10
283
$26K ﹤0.01%
3,219
+3,090
284
$26K ﹤0.01%
+260
285
$26K ﹤0.01%
487
286
$25K ﹤0.01%
471
287
$25K ﹤0.01%
267
288
$25K ﹤0.01%
395
289
$25K ﹤0.01%
127
290
$25K ﹤0.01%
175
291
$25K ﹤0.01%
422
292
$25K ﹤0.01%
217
293
$25K ﹤0.01%
+175
294
$24K ﹤0.01%
+155
295
$24K ﹤0.01%
33
296
$24K ﹤0.01%
+455
297
$23K ﹤0.01%
72
-235
298
$23K ﹤0.01%
+295
299
$23K ﹤0.01%
+340
300
$23K ﹤0.01%
+550
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