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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
$643M
AUM Growth
+$42.7M
(+7.1%)
Holding
867
Top Buys
| 1 | +$3.96M | |
| 2 | +$2.93M | |
| 3 | +$903K | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$822K |
| 5 |
Meta Platforms (Facebook)
META
|
+$460K |
Top Sells
| 1 | +$6.07M | |
| 2 | +$1.61M | |
| 3 | +$1.45M | |
| 4 |
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
|
+$822K |
| 5 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$423K |
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% |