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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
551
$2K ﹤0.01%
+60
552
$2K ﹤0.01%
+38
553
$2K ﹤0.01%
+75
554
$2K ﹤0.01%
64
-64
555
$2K ﹤0.01%
91
-90
556
$2K ﹤0.01%
+29
557
$2K ﹤0.01%
+42
558
$2K ﹤0.01%
+30
559
$2K ﹤0.01%
+21
560
$2K ﹤0.01%
57
561
$2K ﹤0.01%
62
562
$2K ﹤0.01%
9
563
$2K ﹤0.01%
+41
564
$2K ﹤0.01%
31
565
$2K ﹤0.01%
+34
566
$2K ﹤0.01%
+52
567
$2K ﹤0.01%
33
568
$2K ﹤0.01%
+45
569
$2K ﹤0.01%
75
570
$2K ﹤0.01%
5
571
$2K ﹤0.01%
12
572
$2K ﹤0.01%
+8
573
$2K ﹤0.01%
+48
574
$2K ﹤0.01%
10
-10
575
$2K ﹤0.01%
+99
21 22
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