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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
526
$3K ﹤0.01%
11
+2
527
$3K ﹤0.01%
13
-113
528
$3K ﹤0.01%
102
-102
529
$3K ﹤0.01%
+161
530
$3K ﹤0.01%
9
-7
531
$3K ﹤0.01%
+37
532
$3K ﹤0.01%
+50
533
$3K ﹤0.01%
44
-43
534
$3K ﹤0.01%
46
-139
535
$3K ﹤0.01%
82
-82
536
$3K ﹤0.01%
+36
537
$3K ﹤0.01%
62
-50
538
$3K ﹤0.01%
31
-27
539
$3K ﹤0.01%
9
-9
540
$3K ﹤0.01%
+40
541
$3K ﹤0.01%
97
-3
542
$3K ﹤0.01%
+104
543
$3K ﹤0.01%
+8
544
$3K ﹤0.01%
22
545
$3K ﹤0.01%
+25
546
$3K ﹤0.01%
66
-66
547
$3K ﹤0.01%
+32
548
$3K ﹤0.01%
+200
549
$3K ﹤0.01%
22
-21
550
$2K ﹤0.01%
+27
20 21
22
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