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LWA
Lenox Wealth Advisors Portfolio holdings
AUM
$798M
1-Year Est. Return
5.74%
This Fund
S&P 500
1 Year Est. Return
+5.74%
AUM
$665M
AUM Growth
+$34.4M
(+5.5%)
Holding
693
Top Buys
| 1 | +$31.4M | |
| 2 | +$6.69M | |
| 3 | +$2.09M | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$1.34M |
| 5 |
FlexShares International Quality Dividend Index Fund
IQDF
|
+$1.23M |
Top Sells
| 1 | +$45M | |
| 2 | +$2.63M | |
| 3 | +$1.99M | |
| 4 |
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$1.28M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$1.18M |
Sector Composition
| 1 | Technology | 1.78% |
| 2 | Consumer Discretionary | 1.2% |
| 3 | Communication Services | 0.68% |
| 4 | Healthcare | 0.66% |
| 5 | Financials | 0.61% |