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
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$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
51
$413K 0.06%
3,225
+5
52
$406K 0.06%
15,749
+237
53
$406K 0.06%
5,817
-343
54
$399K 0.06%
4,406
55
$394K 0.06%
1,219
-149
56
$391K 0.06%
1,330
+32
57
$388K 0.06%
2,283
+5
58
$384K 0.06%
9,028
+6,544
59
$381K 0.06%
1,795
+100
60
$379K 0.06%
2,771
+144
61
$344K 0.05%
3,058
+12
62
$338K 0.05%
2,339
+130
63
$328K 0.05%
2,350
+333
64
$297K 0.05%
2,283
+21
65
$292K 0.05%
1,710
+262
66
$291K 0.05%
7,385
67
$290K 0.05%
2,692
-1,220
68
$285K 0.04%
8,092
69
$281K 0.04%
4,824
70
$278K 0.04%
1,271
+68
71
$269K 0.04%
1,845
+136
72
$268K 0.04%
2,482
+83
73
$267K 0.04%
6,898
74
$259K 0.04%
4,272
+272
75
$251K 0.04%
1,514
+1
1 2
3
4 5