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
176
$28K 0.01%
1,500
177
$27K 0.01%
315
178
$27K 0.01%
+400
179
$26K ﹤0.01%
1,500
180
$24K ﹤0.01%
443
181
$24K ﹤0.01%
+1,300
182
$24K ﹤0.01%
59
-4
183
$24K ﹤0.01%
593
+44
184
$22K ﹤0.01%
93
185
$22K ﹤0.01%
48
186
$22K ﹤0.01%
395
187
$22K ﹤0.01%
175
188
$22K ﹤0.01%
150
+36
189
$22K ﹤0.01%
164
190
$21K ﹤0.01%
138
191
$21K ﹤0.01%
161
+51
192
$21K ﹤0.01%
421
193
$20K ﹤0.01%
67
194
$20K ﹤0.01%
73
+8
195
$20K ﹤0.01%
217
196
$20K ﹤0.01%
1,204
+204
197
$20K ﹤0.01%
164
198
$19K ﹤0.01%
800
+216
199
$19K ﹤0.01%
250
200
$19K ﹤0.01%
33
6 7
8
9 10