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
301
$6K ﹤0.01%
+112
302
$6K ﹤0.01%
+47
303
$6K ﹤0.01%
+176
304
$6K ﹤0.01%
+86
305
$6K ﹤0.01%
+44
306
$6K ﹤0.01%
+71
307
$6K ﹤0.01%
+131
308
$6K ﹤0.01%
+51
309
$6K ﹤0.01%
850
+502
310
$6K ﹤0.01%
+49
311
$6K ﹤0.01%
+93
312
$6K ﹤0.01%
+262
313
$6K ﹤0.01%
70
-31
314
$6K ﹤0.01%
1,000
315
$6K ﹤0.01%
2,000
316
$6K ﹤0.01%
1,465
317
$5K ﹤0.01%
+20
318
$5K ﹤0.01%
60
319
$5K ﹤0.01%
+64
320
$5K ﹤0.01%
+92
321
$5K ﹤0.01%
+28
322
$5K ﹤0.01%
+49
323
$5K ﹤0.01%
64
324
$5K ﹤0.01%
+74
325
$5K ﹤0.01%
149
+51
11 12
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