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
401
$9K ﹤0.01%
848
402
$8K ﹤0.01%
56
-494
403
$8K ﹤0.01%
+80
404
$8K ﹤0.01%
120
405
$8K ﹤0.01%
+140
406
$8K ﹤0.01%
55
+26
407
$8K ﹤0.01%
364
408
$7K ﹤0.01%
+300
409
$7K ﹤0.01%
+38
410
$7K ﹤0.01%
+80
411
$7K ﹤0.01%
194
412
$7K ﹤0.01%
+192
413
$7K ﹤0.01%
+139
414
$7K ﹤0.01%
+55
415
$7K ﹤0.01%
+36
416
$7K ﹤0.01%
+210
417
$7K ﹤0.01%
26
418
$7K ﹤0.01%
163
-38
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$7K ﹤0.01%
50
420
$7K ﹤0.01%
66
421
$7K ﹤0.01%
+70
422
$7K ﹤0.01%
1,000
423
$6K ﹤0.01%
+885
424
$6K ﹤0.01%
21
-19
425
$6K ﹤0.01%
129
+120
15 16
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