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
251
$3K ﹤0.01%
+14
252
$3K ﹤0.01%
+50
253
$3K ﹤0.01%
+19
254
$3K ﹤0.01%
139
255
$3K ﹤0.01%
+35
256
$3K ﹤0.01%
+55
257
$3K ﹤0.01%
+320
258
$3K ﹤0.01%
+14
259
$3K ﹤0.01%
+50
260
$3K ﹤0.01%
+65
261
$3K ﹤0.01%
540
262
$3K ﹤0.01%
35
-47
263
$3K ﹤0.01%
+35
264
$3K ﹤0.01%
+33
265
$3K ﹤0.01%
370
266
$3K ﹤0.01%
+22
267
$3K ﹤0.01%
229
268
$3K ﹤0.01%
84
269
$3K ﹤0.01%
+75
270
$3K ﹤0.01%
42
271
$2K ﹤0.01%
+30
272
$2K ﹤0.01%
+10
273
$2K ﹤0.01%
+4
274
$2K ﹤0.01%
+60
275
$2K ﹤0.01%
+50
9 10
11
12 13