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
251
$25K ﹤0.01%
270
252
$25K ﹤0.01%
+500
253
$25K ﹤0.01%
130
254
$25K ﹤0.01%
128
255
$24K ﹤0.01%
235
256
$24K ﹤0.01%
550
257
$24K ﹤0.01%
+300
258
$23K ﹤0.01%
402
259
$23K ﹤0.01%
230
260
$23K ﹤0.01%
700
261
$23K ﹤0.01%
127
262
$23K ﹤0.01%
889
-298
263
$22K ﹤0.01%
375
264
$22K ﹤0.01%
202
265
$22K ﹤0.01%
340
266
$22K ﹤0.01%
1,500
267
$22K ﹤0.01%
123
+18
268
$22K ﹤0.01%
1,335
269
$22K ﹤0.01%
599
270
$21K ﹤0.01%
170
-25
271
$21K ﹤0.01%
30
-7
272
$21K ﹤0.01%
1,324
273
$21K ﹤0.01%
879
274
$21K ﹤0.01%
395
275
$21K ﹤0.01%
+437
9 10
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