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
476
$4K ﹤0.01%
33
477
$4K ﹤0.01%
114
478
$4K ﹤0.01%
+103
479
$4K ﹤0.01%
+109
480
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17
+1
481
$4K ﹤0.01%
+33
482
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63
483
$4K ﹤0.01%
107
484
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84
485
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+263
486
$4K ﹤0.01%
102
487
$4K ﹤0.01%
+44
488
$4K ﹤0.01%
96
489
$4K ﹤0.01%
+256
490
$3K ﹤0.01%
270
491
$3K ﹤0.01%
30
492
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495
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99
496
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497
$3K ﹤0.01%
+23
498
$3K ﹤0.01%
198
499
$3K ﹤0.01%
162
500
$3K ﹤0.01%
39
18 19
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