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
$492M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
599
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.63M
3
+$1.76M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.71M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$1.65M

Top Sells

1
+$338K
2
+$283K
3
+$201K
4
CVGW icon
Calavo Growers
CVGW
+$193K
5
MCO icon
Moody's
MCO
+$130K

Sector Composition

1 Technology 1.16%
2 Consumer Discretionary 0.94%
3 Financials 0.86%
4 Healthcare 0.85%
5 Consumer Staples 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14K ﹤0.01%
218
227
$14K ﹤0.01%
835
-505
228
$14K ﹤0.01%
82
229
$14K ﹤0.01%
+110
230
$14K ﹤0.01%
+250
231
$14K ﹤0.01%
617
-536
232
$13K ﹤0.01%
168
233
$13K ﹤0.01%
82
-43
234
$13K ﹤0.01%
751
235
$12K ﹤0.01%
181
236
$12K ﹤0.01%
132
237
$12K ﹤0.01%
+160
238
$12K ﹤0.01%
+90
239
$12K ﹤0.01%
348
-212
240
$12K ﹤0.01%
1,008
241
$11K ﹤0.01%
+87
242
$11K ﹤0.01%
84
-16
243
$11K ﹤0.01%
50
244
$11K ﹤0.01%
793
245
$11K ﹤0.01%
+460
246
$11K ﹤0.01%
465
247
$11K ﹤0.01%
57
248
$11K ﹤0.01%
49
249
$11K ﹤0.01%
135
250
$10K ﹤0.01%
153
8 9
10
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