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
451
$3K ﹤0.01%
139
452
$3K ﹤0.01%
+29
453
$3K ﹤0.01%
200
454
$3K ﹤0.01%
200
455
$3K ﹤0.01%
+64
456
$3K ﹤0.01%
+134
457
$3K ﹤0.01%
+96
458
$3K ﹤0.01%
66
459
$2K ﹤0.01%
+126
460
$2K ﹤0.01%
3,500
461
$2K ﹤0.01%
+98
462
$2K ﹤0.01%
+32
463
$2K ﹤0.01%
32
464
$2K ﹤0.01%
+61
465
$2K ﹤0.01%
+33
466
$2K ﹤0.01%
+13
467
$2K ﹤0.01%
+23
468
$2K ﹤0.01%
+52
469
$2K ﹤0.01%
+63
470
$2K ﹤0.01%
100
471
$2K ﹤0.01%
+41
472
$2K ﹤0.01%
+19
473
$2K ﹤0.01%
62
474
$2K ﹤0.01%
+42
475
$2K ﹤0.01%
+70
17 18
19
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