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
76
$235K 0.04%
3,918
+3,218
77
$231K 0.04%
2,447
+132
78
$221K 0.03%
740
+31
79
$203K 0.03%
1,923
80
$203K 0.03%
1,378
-110
81
$199K 0.03%
11,550
82
$192K 0.03%
3,968
+132
83
$189K 0.03%
2,175
+88
84
$185K 0.03%
699
+26
85
$185K 0.03%
+1,487
86
$181K 0.03%
9,524
87
$173K 0.03%
2,930
88
$173K 0.03%
14,678
89
$170K 0.03%
8,799
+1,224
90
$165K 0.03%
912
+41
91
$164K 0.03%
5,659
92
$160K 0.02%
1,804
+19
93
$159K 0.02%
2,874
-1,026
94
$159K 0.02%
2,830
+130
95
$155K 0.02%
13,360
96
$154K 0.02%
476
+105
97
$149K 0.02%
1,092
-377
98
$149K 0.02%
1,948
+6
99
$149K 0.02%
3,382
+9
100
$138K 0.02%
2,562
+1,254
2 3
4
5 6