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
126
$52K 0.01%
940
+115
127
$51K 0.01%
+3,000
128
$50K 0.01%
896
-16
129
$50K 0.01%
1,000
130
$48K 0.01%
460
+54
131
$48K 0.01%
+1,153
132
$47K 0.01%
177
133
$46K 0.01%
595
+98
134
$46K 0.01%
525
-47
135
$45K 0.01%
250
136
$45K 0.01%
244
137
$44K 0.01%
1,460
-80
138
$44K 0.01%
1,593
-1,241
139
$44K 0.01%
547
+59
140
$44K 0.01%
825
+91
141
$44K 0.01%
306
142
$42K 0.01%
546
-394
143
$40K 0.01%
2,365
144
$39K 0.01%
668
+102
145
$39K 0.01%
973
+61
146
$38K 0.01%
373
147
$38K 0.01%
320
148
$38K 0.01%
1,052
+7
149
$37K 0.01%
318
+118
150
$35K 0.01%
277
4 5
6
7 8