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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
$536M
AUM Growth
-$107M
(-17%)
Holding
1,004
Top Buys
| 1 | +$49.5M | |
| 2 | +$34.2M | |
| 3 | +$30.2M | |
| 4 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
+$28.4M |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$6.75M |
Top Sells
| 1 | +$48M | |
| 2 | +$30.4M | |
| 3 | +$27.1M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$4.56M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$3.97M |
Sector Composition
| 1 | Technology | 1.57% |
| 2 | Consumer Discretionary | 0.86% |
| 3 | Financials | 0.65% |
| 4 | Communication Services | 0.6% |
| 5 | Healthcare | 0.55% |