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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
$600M
AUM Growth
+$27.1M
(+4.7%)
Holding
670
Top Buys
| 1 | +$6.96M | |
| 2 | +$4.26M | |
| 3 | +$3.77M | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$2.86M |
| 5 |
FlexShares International Quality Dividend Index Fund
IQDF
|
+$1.54M |
Top Sells
| 1 | +$1.35M | |
| 2 | +$1.34M | |
| 3 | +$1.32M | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.06M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$767K |
Sector Composition
| 1 | Technology | 1.29% |
| 2 | Financials | 0.94% |
| 3 | Consumer Discretionary | 0.79% |
| 4 | Consumer Staples | 0.61% |
| 5 | Communication Services | 0.59% |