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
$533M
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$1.65M
3
+$1.54M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.47M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.36M

Top Sells

1
+$958K
2
+$847K
3
+$512K
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$334K
5
ED icon
Consolidated Edison
ED
+$219K

Sector Composition

1 Technology 1.04%
2 Consumer Discretionary 0.74%
3 Financials 0.72%
4 Healthcare 0.56%
5 Consumer Staples 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$311K 0.06%
1,707
+24
52
$300K 0.06%
9,078
+8,945
53
$265K 0.05%
1,318
-532
54
$258K 0.05%
3,220
55
$255K 0.05%
2,262
-452
56
$250K 0.05%
6,898
57
$247K 0.05%
1,289
-947
58
$231K 0.04%
1,512
-241
59
$231K 0.04%
1,328
60
$230K 0.04%
4,824
61
$228K 0.04%
2,195
+596
62
$225K 0.04%
7,475
63
$218K 0.04%
1,204
+19
64
$218K 0.04%
1,428
-23
65
$214K 0.04%
1,746
+40
66
$203K 0.04%
2,960
67
$198K 0.04%
3,063
-1,364
68
$195K 0.04%
4,036
-500
69
$193K 0.04%
1,911
-1
70
$189K 0.04%
1,923
71
$189K 0.04%
665
-359
72
$183K 0.03%
4,240
73
$182K 0.03%
774
+32
74
$181K 0.03%
+2,225
75
$179K 0.03%
1,283
-77
1 2
3
4 5