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LWA

Lenox Wealth Advisors Portfolio holdings

AUM $798M
1-Year Est. Return 5.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$729M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.64M
3
+$1.43M
4
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$827K
5
TSLA icon
Tesla
TSLA
+$702K

Top Sells

1
+$10.8M
2
+$3.27M
3
+$2.66M
4
META icon
Meta Platforms (Facebook)
META
+$1.04M
5
WTPI
WisdomTree Equity Premium Income Fund
WTPI
+$853K

Sector Composition

1 Technology 1.63%
2 Consumer Discretionary 1.06%
3 Financials 0.85%
4 Communication Services 0.77%
5 Consumer Staples 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$6K ﹤0.01%
157
-157
452
$5K ﹤0.01%
72
-72
453
$5K ﹤0.01%
100
-7
454
$5K ﹤0.01%
130
-130
455
$5K ﹤0.01%
157
-157
456
$5K ﹤0.01%
17
-1
457
$5K ﹤0.01%
35
-135
458
$5K ﹤0.01%
54
459
$5K ﹤0.01%
30
460
$5K ﹤0.01%
106
-31
461
$5K ﹤0.01%
+52
462
$5K ﹤0.01%
+92
463
$5K ﹤0.01%
78
+59
464
$5K ﹤0.01%
+43
465
$5K ﹤0.01%
64
-152
466
$5K ﹤0.01%
26
-12
467
$5K ﹤0.01%
227
+15
468
$5K ﹤0.01%
55
-51
469
$5K ﹤0.01%
57
470
$5K ﹤0.01%
123
+119
471
$5K ﹤0.01%
+24
472
$5K ﹤0.01%
13
-13
473
$5K ﹤0.01%
162
-162
474
$5K ﹤0.01%
127
475
$5K ﹤0.01%
39
-39
17 18
19
20 21