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
101
$108K 0.02%
8,452
102
$108K 0.02%
700
103
$107K 0.02%
596
104
$97K 0.02%
510
105
$97K 0.02%
911
+38
106
$96K 0.02%
1,986
107
$90K 0.02%
1,847
+616
108
$89K 0.02%
460
109
$83K 0.02%
+2,500
110
$83K 0.02%
572
111
$81K 0.02%
1,575
-14
112
$78K 0.01%
+602
113
$74K 0.01%
880
+3
114
$70K 0.01%
1,334
+6
115
$68K 0.01%
500
116
$68K 0.01%
2,559
117
$67K 0.01%
640
-190
118
$64K 0.01%
572
+48
119
$63K 0.01%
1,344
120
$59K 0.01%
2,339
-74
121
$58K 0.01%
1,143
-275
122
$57K 0.01%
1,045
+103
123
$55K 0.01%
222
124
$53K 0.01%
289
+27
125
$52K 0.01%
443
+23
3 4
5
6 7