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
126
$105K 0.01%
2,000
-3,896
127
$105K 0.01%
1,220
128
$101K 0.01%
7,560
-880
129
$101K 0.01%
+1,285
130
$98K 0.01%
4,494
131
$97K 0.01%
602
-684
132
$96K 0.01%
+876
133
$95K 0.01%
511
134
$93K 0.01%
1,030
-4
135
$93K 0.01%
1,439
-1,900
136
$91K 0.01%
1,400
-300
137
$91K 0.01%
250
138
$88K 0.01%
357
139
$85K 0.01%
1,589
140
$81K 0.01%
326
+19
141
$80K 0.01%
2,057
-1,338
142
$79K 0.01%
1,463
-256
143
$78K 0.01%
555
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144
$76K 0.01%
1,231
145
$75K 0.01%
636
-87
146
$72K 0.01%
288
-67
147
$71K 0.01%
1,242
+492
148
$71K 0.01%
912
-1,421
149
$71K 0.01%
534
+53
150
$71K 0.01%
2,734
4 5
6
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