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
326
$5K ﹤0.01%
+98
327
$5K ﹤0.01%
+69
328
$5K ﹤0.01%
+52
329
$5K ﹤0.01%
+106
330
$5K ﹤0.01%
+217
331
$5K ﹤0.01%
+62
332
$5K ﹤0.01%
57
333
$5K ﹤0.01%
38
334
$5K ﹤0.01%
+256
335
$5K ﹤0.01%
+245
336
$5K ﹤0.01%
+23
337
$5K ﹤0.01%
+61
338
$5K ﹤0.01%
200
339
$5K ﹤0.01%
88
340
$5K ﹤0.01%
+551
341
$5K ﹤0.01%
+101
342
$5K ﹤0.01%
+36
343
$5K ﹤0.01%
+86
344
$5K ﹤0.01%
+33
345
$5K ﹤0.01%
+40
346
$5K ﹤0.01%
+79
347
$5K ﹤0.01%
+109
348
$5K ﹤0.01%
+298
349
$4K ﹤0.01%
+97
350
$4K ﹤0.01%
+185
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