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
251
$10K ﹤0.01%
166
-87
252
$10K ﹤0.01%
187
-123
253
$10K ﹤0.01%
124
254
$10K ﹤0.01%
1,546
255
$10K ﹤0.01%
1,637
-1,027
256
$9K ﹤0.01%
102
257
$9K ﹤0.01%
101
-161
258
$9K ﹤0.01%
3,500
259
$8K ﹤0.01%
107
260
$8K ﹤0.01%
156
261
$8K ﹤0.01%
175
262
$8K ﹤0.01%
79
263
$7K ﹤0.01%
122
264
$7K ﹤0.01%
200
265
$7K ﹤0.01%
94
-98
266
$6K ﹤0.01%
64
267
$6K ﹤0.01%
224
268
$6K ﹤0.01%
50
269
$6K ﹤0.01%
150
270
$6K ﹤0.01%
44
271
$6K ﹤0.01%
35
-18
272
$6K ﹤0.01%
365
273
$5K ﹤0.01%
49
274
$5K ﹤0.01%
43
275
$5K ﹤0.01%
133
9 10
11
12 13