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
326
$20K ﹤0.01%
328
+100
327
$20K ﹤0.01%
526
+17
328
$20K ﹤0.01%
78
+33
329
$19K ﹤0.01%
552
+250
330
$19K ﹤0.01%
259
+155
331
$19K ﹤0.01%
117
+7
332
$19K ﹤0.01%
+385
333
$19K ﹤0.01%
186
334
$18K ﹤0.01%
+165
335
$18K ﹤0.01%
4,767
336
$18K ﹤0.01%
+244
337
$18K ﹤0.01%
310
+6
338
$18K ﹤0.01%
+189
339
$18K ﹤0.01%
300
340
$17K ﹤0.01%
428
341
$17K ﹤0.01%
161
342
$17K ﹤0.01%
1,318
-7,469
343
$17K ﹤0.01%
438
344
$17K ﹤0.01%
400
345
$17K ﹤0.01%
751
346
$17K ﹤0.01%
750
347
$16K ﹤0.01%
778
348
$15K ﹤0.01%
125
+35
349
$15K ﹤0.01%
218
350
$15K ﹤0.01%
1,000
12 13
14
15 16