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
101
$155K 0.02%
6,236
+5,040
102
$153K 0.02%
+2,425
103
$148K 0.02%
+661
104
$143K 0.02%
301
-38
105
$143K 0.02%
1,621
106
$136K 0.02%
966
+104
107
$134K 0.02%
256
-245
108
$134K 0.02%
1,735
-679
109
$132K 0.02%
1,884
+79
110
$131K 0.02%
1,776
-494
111
$130K 0.02%
2,112
+18
112
$128K 0.02%
540
-62
113
$126K 0.02%
632
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114
$126K 0.02%
384
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115
$125K 0.02%
884
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116
$125K 0.02%
920
-133
117
$124K 0.02%
9,100
118
$123K 0.02%
1,240
119
$119K 0.02%
51
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120
$115K 0.02%
1,084
-45
121
$113K 0.02%
8,100
122
$112K 0.02%
836
-359
123
$111K 0.02%
222
124
$107K 0.01%
+4,399
125
$106K 0.01%
+325
3 4
5
6 7