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
$729M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1 +$2.83M
2 +$1.65M
3 +$1.42M
4
KOMP icon
SPDR S&P Kensho New Economies Composite ETF
KOMP
+$827K
5
SLM icon
SLM Corp
SLM
+$629K

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
26
$1.53M 0.21%
16,675
+140
27
$1.45M 0.2%
6,522
+2,796
28
$1.44M 0.2%
68,236
+418
29
$1.42M 0.19%
2,301
+2,296
30
$1.33M 0.18%
43,657
+959
31
$1.24M 0.17%
2,607
-162
32
$1.23M 0.17%
8,129
-2,026
33
$1.04M 0.14%
10,100
+100
34
$968K 0.13%
19,703
+1,202
35
$833K 0.11%
3,934
-1,246
36
$827K 0.11%
+12,216
37
$789K 0.11%
2,679
-3,870
38
$701K 0.1%
2,727
-80
39
$683K 0.09%
1,716
-1,383
40
$664K 0.09%
8,784
-192
41
$658K 0.09%
5,770
-1,100
42
$631K 0.09%
7,487
43
$629K 0.09%
+35,000
44
$601K 0.08%
2,351
-211
45
$595K 0.08%
2,450
+21
46
$533K 0.07%
2,692
-737
47
$531K 0.07%
+37,078
48
$504K 0.07%
9,032
+460
49
$491K 0.07%
12,796
50
$481K 0.07%
13,281
-2,171