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
151
$35K 0.01%
212
152
$35K 0.01%
230
-1,056
153
$35K 0.01%
343
+42
154
$34K 0.01%
191
+15
155
$34K 0.01%
801
156
$34K 0.01%
163
+21
157
$33K 0.01%
1,951
158
$33K 0.01%
314
159
$32K 0.01%
1,689
160
$32K 0.01%
401
161
$32K 0.01%
279
162
$31K 0.01%
7,539
163
$31K 0.01%
780
+331
164
$31K 0.01%
161
165
$31K 0.01%
766
+94
166
$31K 0.01%
186
167
$30K 0.01%
160
168
$30K 0.01%
87
169
$30K 0.01%
270
-223
170
$30K 0.01%
172
171
$29K 0.01%
539
+39
172
$29K 0.01%
105
+32
173
$29K 0.01%
551
174
$29K 0.01%
276
175
$28K 0.01%
271
5 6
7
8 9