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
$533M
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$1.65M
3
+$1.54M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.47M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.36M

Top Sells

1
+$958K
2
+$847K
3
+$512K
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$334K
5
ED icon
Consolidated Edison
ED
+$219K

Sector Composition

1 Technology 1.04%
2 Consumer Discretionary 0.74%
3 Financials 0.72%
4 Healthcare 0.56%
5 Consumer Staples 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2K ﹤0.01%
108
502
$1K ﹤0.01%
+153
503
$1K ﹤0.01%
+175
504
$1K ﹤0.01%
+76
505
$1K ﹤0.01%
+49
506
$1K ﹤0.01%
+15
507
$1K ﹤0.01%
10
508
$1K ﹤0.01%
+14
509
$1K ﹤0.01%
10
510
$1K ﹤0.01%
13
511
$1K ﹤0.01%
+30
512
$1K ﹤0.01%
+24
513
$1K ﹤0.01%
24
514
$1K ﹤0.01%
+31
515
$1K ﹤0.01%
27
516
$1K ﹤0.01%
20
-1
517
$1K ﹤0.01%
+39
518
$1K ﹤0.01%
4
519
$1K ﹤0.01%
85
-2,199
520
$1K ﹤0.01%
8
521
$1K ﹤0.01%
+22
522
$1K ﹤0.01%
+111
523
$1K ﹤0.01%
+10
524
– –
-2,863
525
– –
-197
19 20
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