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
76
$175K 0.03%
3,050
77
$174K 0.03%
2,930
78
$172K 0.03%
1,095
79
$167K 0.03%
1,358
80
$167K 0.03%
557
+32
81
$158K 0.03%
2,193
-168
82
$157K 0.03%
1,459
83
$152K 0.03%
1,750
+17
84
$152K 0.03%
5,924
-1,340
85
$145K 0.03%
32,200
86
$144K 0.03%
902
87
$144K 0.03%
859
+48
88
$138K 0.03%
1,745
+5
89
$134K 0.03%
2,681
+3
90
$132K 0.02%
690
+344
91
$132K 0.02%
371
92
$131K 0.02%
5,290
93
$130K 0.02%
2,789
+89
94
$129K 0.02%
8,100
95
$129K 0.02%
3,353
+8
96
$128K 0.02%
2,659
+46
97
$123K 0.02%
2,866
-1,495
98
$120K 0.02%
69
+13
99
$117K 0.02%
1,070
100
$112K 0.02%
2,158
+211
2 3
4
5 6