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
201
$18K ﹤0.01%
203
+71
202
$18K ﹤0.01%
134
-63
203
$18K ﹤0.01%
+250
204
$18K ﹤0.01%
187
+46
205
$18K ﹤0.01%
2,085
206
$18K ﹤0.01%
352
207
$18K ﹤0.01%
500
208
$17K ﹤0.01%
1,056
209
$17K ﹤0.01%
294
-550
210
$17K ﹤0.01%
83
+57
211
$17K ﹤0.01%
208
212
$16K ﹤0.01%
128
+23
213
$16K ﹤0.01%
132
+42
214
$16K ﹤0.01%
500
215
$16K ﹤0.01%
+211
216
$15K ﹤0.01%
+108
217
$15K ﹤0.01%
444
218
$15K ﹤0.01%
101
+72
219
$15K ﹤0.01%
+333
220
$15K ﹤0.01%
807
+167
221
$14K ﹤0.01%
+48
222
$14K ﹤0.01%
+159
223
$14K ﹤0.01%
+110
224
$14K ﹤0.01%
+1,000
225
$14K ﹤0.01%
1,272
7 8
9
10 11