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
301
$23K ﹤0.01%
292
302
$22K ﹤0.01%
234
+3
303
$22K ﹤0.01%
475
+100
304
$22K ﹤0.01%
3,774
305
$22K ﹤0.01%
+360
306
$22K ﹤0.01%
37
+7
307
$22K ﹤0.01%
+314
308
$22K ﹤0.01%
+400
309
$22K ﹤0.01%
+270
310
$22K ﹤0.01%
65
311
$22K ﹤0.01%
105
312
$22K ﹤0.01%
+177
313
$22K ﹤0.01%
1,575
314
$21K ﹤0.01%
284
315
$21K ﹤0.01%
1,500
316
$21K ﹤0.01%
240
317
$21K ﹤0.01%
520
318
$21K ﹤0.01%
1,018
+41
319
$21K ﹤0.01%
+756
320
$21K ﹤0.01%
+2,038
321
$20K ﹤0.01%
+475
322
$20K ﹤0.01%
1,056
323
$20K ﹤0.01%
700
324
$20K ﹤0.01%
+235
325
$20K ﹤0.01%
+146
11 12
13
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