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
$600M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$6.94M
2
+$4.27M
3
+$3.78M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.87M
5
IQDF icon
FlexShares International Quality Dividend Index Fund
IQDF
+$1.54M

Top Sells

1
+$1.36M
2
+$1.36M
3
+$1.33M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.06M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$771K

Sector Composition

1 Technology 1.29%
2 Financials 0.94%
3 Consumer Discretionary 0.79%
4 Consumer Staples 0.61%
5 Communication Services 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$25K ﹤0.01%
+412
252
$25K ﹤0.01%
2,085
253
$25K ﹤0.01%
+1,043
254
$25K ﹤0.01%
487
+389
255
$25K ﹤0.01%
+441
256
$24K ﹤0.01%
+267
257
$24K ﹤0.01%
+520
258
$24K ﹤0.01%
144
259
$24K ﹤0.01%
152
260
$24K ﹤0.01%
65
261
$24K ﹤0.01%
+4,767
262
$24K ﹤0.01%
1,500
263
$24K ﹤0.01%
+1,100
264
$24K ﹤0.01%
217
265
$24K ﹤0.01%
200
266
$24K ﹤0.01%
1,500
267
$24K ﹤0.01%
265
-29
268
$23K ﹤0.01%
465
269
$23K ﹤0.01%
1,530
270
$23K ﹤0.01%
79
271
$23K ﹤0.01%
395
272
$23K ﹤0.01%
+491
273
$23K ﹤0.01%
175
274
$23K ﹤0.01%
+3,643
275
$23K ﹤0.01%
105
-10
9 10
11
12 13