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
176
$50K 0.01%
1,068
+5
177
$49K 0.01%
306
178
$47K 0.01%
2,579
179
$47K 0.01%
414
+118
180
$47K 0.01%
928
+526
181
$47K 0.01%
1,521
+129
182
$46K 0.01%
1,791
183
$46K 0.01%
1,765
184
$46K 0.01%
825
185
$45K 0.01%
+805
186
$45K 0.01%
804
-181
187
$44K 0.01%
270
+137
188
$44K 0.01%
381
+368
189
$43K 0.01%
299
+66
190
$43K 0.01%
327
+47
191
$42K 0.01%
+700
192
$42K 0.01%
+1,240
193
$42K 0.01%
2,046
+95
194
$42K 0.01%
881
+80
195
$41K 0.01%
383
196
$41K 0.01%
+192
197
$41K 0.01%
672
+34
198
$40K 0.01%
2,401
199
$40K 0.01%
456
+3
200
$39K 0.01%
+2,787
6 7
8
9 10