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
376
$11K ﹤0.01%
103
377
$11K ﹤0.01%
+216
378
$11K ﹤0.01%
104
-75
379
$11K ﹤0.01%
324
380
$11K ﹤0.01%
130
381
$11K ﹤0.01%
502
+2
382
$10K ﹤0.01%
+42
383
$10K ﹤0.01%
55
+25
384
$10K ﹤0.01%
140
-346
385
$10K ﹤0.01%
156
386
$10K ﹤0.01%
+65
387
$10K ﹤0.01%
+510
388
$9K ﹤0.01%
+306
389
$9K ﹤0.01%
67
+29
390
$9K ﹤0.01%
405
+180
391
$9K ﹤0.01%
+173
392
$9K ﹤0.01%
+500
393
$9K ﹤0.01%
+57
394
$9K ﹤0.01%
125
+3
395
$9K ﹤0.01%
+271
396
$9K ﹤0.01%
170
+65
397
$9K ﹤0.01%
+70
398
$9K ﹤0.01%
102
399
$9K ﹤0.01%
79
400
$9K ﹤0.01%
195
+90
14 15
16
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