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
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$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
126
$82K 0.01%
2,029
+19
127
$82K 0.01%
545
128
$82K 0.01%
+2,264
129
$82K 0.01%
1,493
+115
130
$81K 0.01%
547
131
$77K 0.01%
551
132
$76K 0.01%
3,578
+18
133
$76K 0.01%
1,532
-836
134
$74K 0.01%
640
135
$73K 0.01%
304
+58
136
$72K 0.01%
562
+242
137
$72K 0.01%
12,240
+320
138
$71K 0.01%
727
139
$71K 0.01%
323
+41
140
$70K 0.01%
1,098
+462
141
$70K 0.01%
+3,476
142
$69K 0.01%
+486
143
$68K 0.01%
1,520
+87
144
$68K 0.01%
2,296
-319
145
$68K 0.01%
2,559
146
$66K 0.01%
1,170
+393
147
$65K 0.01%
759
148
$64K 0.01%
676
+135
149
$63K 0.01%
274
-100
150
$63K 0.01%
222
4 5
6
7 8