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
$471M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$53M
2
+$33.8M
3
+$25.4M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$13.4M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.04M

Top Sells

1
+$44M
2
+$36.3M
3
+$5.81M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$423K
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$375K

Sector Composition

1 Technology 0.95%
2 Consumer Discretionary 0.73%
3 Healthcare 0.72%
4 Financials 0.7%
5 Consumer Staples 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11K ﹤0.01%
460
227
$11K ﹤0.01%
465
228
$11K ﹤0.01%
259
229
$11K ﹤0.01%
640
-100
230
$11K ﹤0.01%
60
-42
231
$10K ﹤0.01%
181
232
$10K ﹤0.01%
132
233
$10K ﹤0.01%
90
234
$10K ﹤0.01%
725
-110
235
$10K ﹤0.01%
+140
236
$10K ﹤0.01%
793
237
$10K ﹤0.01%
1,008
238
$9K ﹤0.01%
153
239
$9K ﹤0.01%
57
240
$9K ﹤0.01%
60
-26
241
$9K ﹤0.01%
+33
242
$9K ﹤0.01%
500
-1,000
243
$9K ﹤0.01%
102
244
$9K ﹤0.01%
76
+32
245
$9K ﹤0.01%
175
246
$9K ﹤0.01%
263
-40
247
$8K ﹤0.01%
122
248
$8K ﹤0.01%
+216
249
$8K ﹤0.01%
49
250
$7K ﹤0.01%
107
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