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
451
$5K ﹤0.01%
+50
452
$5K ﹤0.01%
47
453
$5K ﹤0.01%
96
454
$5K ﹤0.01%
+56
455
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55
+39
456
$5K ﹤0.01%
106
-181
457
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73
+60
458
$4K ﹤0.01%
69
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80
460
$4K ﹤0.01%
+247
461
$4K ﹤0.01%
49
462
$4K ﹤0.01%
+98
463
$4K ﹤0.01%
98
464
$4K ﹤0.01%
84
465
$4K ﹤0.01%
26
466
$4K ﹤0.01%
+169
467
$4K ﹤0.01%
48
468
$4K ﹤0.01%
75
469
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85
470
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135
471
$4K ﹤0.01%
75
472
$4K ﹤0.01%
79
473
$4K ﹤0.01%
24
474
$4K ﹤0.01%
+457
475
$4K ﹤0.01%
36
+24
17 18
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