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
$234M
AUM Growth
-$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$8.61M
2
+$1.66M
3
+$1.53M
4
M icon
Macy's
M
+$1.51M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$981K

Top Sells

1
+$7.93M
2
+$4.7M
3
+$2.6M
4
AGN
Allergan plc
AGN
+$1.34M
5
SEA
Invesco Shipping ETF
SEA
+$989K

Sector Composition

1 Technology 1.24%
2 Financials 1.1%
3 Consumer Discretionary 0.84%
4 Healthcare 0.45%
5 Industrials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2K ﹤0.01%
+113
252
$2K ﹤0.01%
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253
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27
-7
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$2K ﹤0.01%
158
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$1K ﹤0.01%
+18
256
$1K ﹤0.01%
+32
257
$1K ﹤0.01%
+123
258
$1K ﹤0.01%
+70
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$1K ﹤0.01%
8
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$1K ﹤0.01%
10
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$1K ﹤0.01%
11
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86
266
$1K ﹤0.01%
15
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267
$1K ﹤0.01%
+58
268
$1K ﹤0.01%
10
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270
$1K ﹤0.01%
9
271
$1K ﹤0.01%
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274
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275
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9 10
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