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
$643M
AUM Growth
+$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
867
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$2.95M
3
+$874K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$860K
5
META icon
Meta Platforms (Facebook)
META
+$487K

Top Sells

1
+$6.35M
2
+$1.67M
3
+$1.49M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$822K
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$441K

Sector Composition

1 Technology 1.54%
2 Financials 1.03%
3 Consumer Discretionary 0.82%
4 Communication Services 0.7%
5 Consumer Staples 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2K ﹤0.01%
24
602
$2K ﹤0.01%
25
603
$2K ﹤0.01%
63
604
$2K ﹤0.01%
7
605
$2K ﹤0.01%
+15
606
$2K ﹤0.01%
30
607
$2K ﹤0.01%
129
608
$2K ﹤0.01%
48
609
$2K ﹤0.01%
69
610
$2K ﹤0.01%
99
611
$2K ﹤0.01%
36
612
$2K ﹤0.01%
+45
613
$2K ﹤0.01%
75
614
$2K ﹤0.01%
57
615
$2K ﹤0.01%
81
616
$2K ﹤0.01%
68
617
$1K ﹤0.01%
+15
618
$1K ﹤0.01%
108
619
$1K ﹤0.01%
39
620
$1K ﹤0.01%
+40
621
$1K ﹤0.01%
+14
622
$1K ﹤0.01%
27
623
$1K ﹤0.01%
15
624
$1K ﹤0.01%
90
625
$1K ﹤0.01%
225
23 24
25
26 27