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
$631M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
897
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.63M
3
+$2.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.43M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.01M

Top Sells

1
+$6.09M
2
+$3.67M
3
+$540K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$371K
5
AAPL icon
Apple
AAPL
+$340K

Sector Composition

1 Technology 1.71%
2 Consumer Discretionary 1.06%
3 Communication Services 0.66%
4 Financials 0.63%
5 Healthcare 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$30K ﹤0.01%
350
-24
227
$29K ﹤0.01%
846
+10
228
$29K ﹤0.01%
1,050
229
$29K ﹤0.01%
172
230
$29K ﹤0.01%
175
231
$29K ﹤0.01%
155
232
$29K ﹤0.01%
1,851
233
$29K ﹤0.01%
260
234
$29K ﹤0.01%
1,784
+1,772
235
$29K ﹤0.01%
545
+102
236
$28K ﹤0.01%
284
237
$28K ﹤0.01%
+100
238
$28K ﹤0.01%
465
239
$28K ﹤0.01%
200
240
$27K ﹤0.01%
+537
241
$27K ﹤0.01%
214
+160
242
$27K ﹤0.01%
801
-267
243
$27K ﹤0.01%
163
244
$27K ﹤0.01%
+412
245
$26K ﹤0.01%
1,106
+584
246
$26K ﹤0.01%
1,132
-210
247
$26K ﹤0.01%
375
248
$26K ﹤0.01%
825
+75
249
$25K ﹤0.01%
3,190
250
$25K ﹤0.01%
+742
8 9
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