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
201
$39K 0.01%
201
+24
202
$39K 0.01%
329
+96
203
$39K 0.01%
1,445
204
$38K 0.01%
323
+79
205
$38K 0.01%
2,024
206
$38K 0.01%
626
+120
207
$38K 0.01%
+570
208
$37K 0.01%
257
+175
209
$37K 0.01%
+1,747
210
$37K 0.01%
1,356
+292
211
$37K 0.01%
+1,386
212
$37K 0.01%
291
+90
213
$37K 0.01%
2,850
+2,394
214
$37K 0.01%
2,613
215
$36K 0.01%
+140
216
$36K 0.01%
836
217
$36K 0.01%
1,132
218
$36K 0.01%
198
+40
219
$36K 0.01%
1,870
+19
220
$36K 0.01%
612
+13
221
$35K 0.01%
497
222
$35K 0.01%
588
223
$35K 0.01%
138
+18
224
$34K 0.01%
176
225
$34K 0.01%
879
7 8
9
10 11