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LWA

Lenox Wealth Advisors Portfolio holdings

AUM $798M
1-Year Est. Return 5.74%
This Fund
S&P 500
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
+$5.18M
2
+$1.62M
3
+$1.5M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.42M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.35M

Top Sells

1
+$937K
2
+$826K
3
+$512K
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$329K
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
351
$4K ﹤0.01%
+17
352
$4K ﹤0.01%
13
+1
353
$4K ﹤0.01%
+244
354
$4K ﹤0.01%
33
355
$4K ﹤0.01%
+35
356
$4K ﹤0.01%
+150
357
$4K ﹤0.01%
+44
358
$4K ﹤0.01%
+33
359
$4K ﹤0.01%
+79
360
$4K ﹤0.01%
79
361
$4K ﹤0.01%
+28
362
$4K ﹤0.01%
+156
363
$4K ﹤0.01%
+56
364
$4K ﹤0.01%
+1,287
365
$4K ﹤0.01%
+49
366
$4K ﹤0.01%
26
367
$4K ﹤0.01%
+17
368
$4K ﹤0.01%
+27
369
$4K ﹤0.01%
+102
370
$4K ﹤0.01%
+37
371
$4K ﹤0.01%
+71
372
$4K ﹤0.01%
+37
373
$4K ﹤0.01%
+101
374
$4K ﹤0.01%
+165
375
$4K ﹤0.01%
+77
13 14
15
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