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
351
$15K ﹤0.01%
+365
352
$15K ﹤0.01%
60
353
$14K ﹤0.01%
500
-3,375
354
$14K ﹤0.01%
465
355
$14K ﹤0.01%
390
356
$14K ﹤0.01%
259
357
$14K ﹤0.01%
1,000
-1,085
358
$13K ﹤0.01%
168
-147
359
$13K ﹤0.01%
875
+75
360
$13K ﹤0.01%
+150
361
$13K ﹤0.01%
+220
362
$13K ﹤0.01%
100
363
$13K ﹤0.01%
71
+22
364
$13K ﹤0.01%
+110
365
$12K ﹤0.01%
131
-152
366
$12K ﹤0.01%
105
367
$12K ﹤0.01%
132
368
$12K ﹤0.01%
250
369
$12K ﹤0.01%
+70
370
$12K ﹤0.01%
725
371
$12K ﹤0.01%
60
372
$12K ﹤0.01%
136
+3
373
$12K ﹤0.01%
71
+2
374
$12K ﹤0.01%
1,008
375
$11K ﹤0.01%
107
13 14
15
16 17