LWA

Lenox Wealth Advisors Portfolio holdings

AUM $798M
1-Year Est. Return 5.74%
This Fund
S&P 500
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
State Street 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
176
$57K 0.01%
600
177
$56K 0.01%
1,009
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179
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180
$54K 0.01%
304
181
$52K 0.01%
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182
$52K 0.01%
1,588
183
$52K 0.01%
244
184
$52K 0.01%
1,170
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185
$51K 0.01%
172
186
$51K 0.01%
625
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187
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379
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188
$50K 0.01%
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189
$49K 0.01%
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190
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198
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839
200
$45K 0.01%
357
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