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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
626
$1K ﹤0.01%
62
627
$1K ﹤0.01%
28
628
$1K ﹤0.01%
+70
629
$1K ﹤0.01%
75
630
$1K ﹤0.01%
55
631
– –
-71
632
– –
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633
$0 ﹤0.01%
+1
634
$0 ﹤0.01%
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635
$0 ﹤0.01%
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636
$0 ﹤0.01%
+3
637
$0 ﹤0.01%
+2
638
– –
-34
639
$0 ﹤0.01%
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640
– –
-5,815
641
$0 ﹤0.01%
+2
642
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643
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-77
644
$0 ﹤0.01%
+2
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$0 ﹤0.01%
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$0 ﹤0.01%
+4
648
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649
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-1
650
– –
-86
24 25
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