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
101
$135K 0.02%
+4,600
102
$135K 0.02%
1,764
103
$133K 0.02%
1,071
+1
104
$131K 0.02%
8,100
105
$129K 0.02%
63
+5
106
$127K 0.02%
7,578
+7,560
107
$122K 0.02%
700
108
$119K 0.02%
721
+100
109
$118K 0.02%
596
110
$116K 0.02%
904
+27
111
$110K 0.02%
3,490
112
$110K 0.02%
1,250
+12
113
$109K 0.02%
2,038
+32
114
$105K 0.02%
269
+2
115
$103K 0.02%
+1,220
116
$103K 0.02%
1,717
-300
117
$95K 0.01%
1,773
+272
118
$94K 0.01%
284
+107
119
$91K 0.01%
4,557
+63
120
$90K 0.01%
1,304
+9
121
$88K 0.01%
597
+135
122
$87K 0.01%
696
+53
123
$87K 0.01%
441
124
$85K 0.01%
582
125
$83K 0.01%
1,434
+110
3 4
5
6 7