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
$729M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$1.65M
3
+$1.42M
4
KOMP icon
SPDR S&P Kensho New Economies Composite ETF
KOMP
+$827K
5
SLM icon
SLM Corp
SLM
+$629K

Top Sells

1
+$11.1M
2
+$3.3M
3
+$2.77M
4
META icon
Meta Platforms (Facebook)
META
+$1.14M
5
WTPI
WisdomTree Equity Premium Income Fund
WTPI
+$880K

Sector Composition

1 Technology 1.63%
2 Consumer Discretionary 1.06%
3 Financials 0.85%
4 Communication Services 0.77%
5 Consumer Staples 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$231K 0.03%
1,635
-3
77
$228K 0.03%
+3,754
78
$224K 0.03%
2,067
+61
79
$223K 0.03%
11,550
80
$218K 0.03%
1,151
+567
81
$217K 0.03%
6,665
+1,006
82
$217K 0.03%
13,360
83
$214K 0.03%
1,882
-2,585
84
$209K 0.03%
684
-643
85
$201K 0.03%
629
-135
86
$195K 0.03%
549
-183
87
$190K 0.03%
7,818
88
$187K 0.03%
2,406
89
$186K 0.03%
987
-678
90
$185K 0.03%
14,678
91
$176K 0.02%
2,930
92
$173K 0.02%
1,139
-1,241
93
$171K 0.02%
3,439
+8
94
$169K 0.02%
3,640
-40
95
$169K 0.02%
1,325
+93
96
$167K 0.02%
907
-746
97
$164K 0.02%
596
98
$164K 0.02%
700
99
$160K 0.02%
+14,254
100
$157K 0.02%
711
-248
2 3
4
5 6