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
401
$3K ﹤0.01%
+37
402
$3K ﹤0.01%
22
403
$3K ﹤0.01%
+22
404
$3K ﹤0.01%
+73
405
$3K ﹤0.01%
+83
406
$3K ﹤0.01%
+17
407
$3K ﹤0.01%
+35
408
$3K ﹤0.01%
85
409
$3K ﹤0.01%
+37
410
$3K ﹤0.01%
+70
411
$3K ﹤0.01%
+68
412
$3K ﹤0.01%
+36
413
$3K ﹤0.01%
+62
414
$3K ﹤0.01%
98
415
$3K ﹤0.01%
+225
416
$3K ﹤0.01%
+22
417
$3K ﹤0.01%
21
418
$3K ﹤0.01%
+19
419
$3K ﹤0.01%
+36
420
$3K ﹤0.01%
+278
421
$3K ﹤0.01%
+388
422
$3K ﹤0.01%
+27
423
$3K ﹤0.01%
+26
424
$3K ﹤0.01%
114
425
$3K ﹤0.01%
+128
15 16
17
18 19