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
151
$62K 0.01%
998
+4
152
$62K 0.01%
208
+8
153
$61K 0.01%
1,143
154
$61K 0.01%
2,841
+1,741
155
$60K 0.01%
1,231
156
$60K 0.01%
1,001
+1
157
$59K 0.01%
1,305
+560
158
$59K 0.01%
740
159
$59K 0.01%
533
+60
160
$59K 0.01%
3,000
161
$58K 0.01%
3,547
162
$57K 0.01%
176
+41
163
$57K 0.01%
260
+16
164
$56K 0.01%
646
+65
165
$55K 0.01%
+879
166
$54K 0.01%
167
+88
167
$53K 0.01%
2,505
+975
168
$53K 0.01%
524
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169
$53K 0.01%
942
170
$52K 0.01%
433
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171
$52K 0.01%
292
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172
$52K 0.01%
191
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173
$51K 0.01%
1,815
+315
174
$50K 0.01%
1,998
175
$50K 0.01%
1,993
+950
5 6
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