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
$240M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$16.3M
3
+$16.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.1M
5
VT icon
Vanguard Total World Stock ETF
VT
+$630K

Top Sells

1
+$26.9M
2
+$17M
3
+$6.28M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$2.35M
5
CSG
CHAMBERS STR PPTYS COM
CSG
+$657K

Sector Composition

1 Technology 1.28%
2 Healthcare 1.07%
3 Consumer Staples 0.68%
4 Financials 0.46%
5 Industrials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5K ﹤0.01%
+441
227
$5K ﹤0.01%
352
228
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46
229
$5K ﹤0.01%
+316
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$5K ﹤0.01%
257
231
$4K ﹤0.01%
45
-2
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+45
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$4K ﹤0.01%
+45
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$4K ﹤0.01%
+280
235
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236
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$4K ﹤0.01%
+90
240
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53
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241
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152
242
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245
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-393
246
$4K ﹤0.01%
+85
247
$4K ﹤0.01%
104
248
$4K ﹤0.01%
+114
249
$4K ﹤0.01%
35
-390
250
$4K ﹤0.01%
421
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