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
376
$4K ﹤0.01%
+102
377
$4K ﹤0.01%
+37
378
$4K ﹤0.01%
+71
379
$4K ﹤0.01%
+37
380
$4K ﹤0.01%
+101
381
$4K ﹤0.01%
+165
382
$4K ﹤0.01%
+77
383
$4K ﹤0.01%
47
384
$4K ﹤0.01%
+111
385
$4K ﹤0.01%
70
386
$4K ﹤0.01%
98
387
$4K ﹤0.01%
+61
388
$4K ﹤0.01%
+79
389
$4K ﹤0.01%
+49
390
$4K ﹤0.01%
+95
391
$4K ﹤0.01%
55
392
$4K ﹤0.01%
+72
393
$4K ﹤0.01%
364
394
$4K ﹤0.01%
+187
395
$3K ﹤0.01%
+32
396
$3K ﹤0.01%
+21
397
$3K ﹤0.01%
+41
398
$3K ﹤0.01%
61
399
$3K ﹤0.01%
35
400
$3K ﹤0.01%
50
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