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
276
$23K ﹤0.01%
193
277
$22K ﹤0.01%
+231
278
$22K ﹤0.01%
49
+19
279
$22K ﹤0.01%
+1,628
280
$22K ﹤0.01%
+253
281
$22K ﹤0.01%
+304
282
$22K ﹤0.01%
+439
283
$21K ﹤0.01%
283
+204
284
$21K ﹤0.01%
+3,774
285
$21K ﹤0.01%
+1,099
286
$21K ﹤0.01%
179
+69
287
$21K ﹤0.01%
+284
288
$21K ﹤0.01%
33
289
$21K ﹤0.01%
186
290
$21K ﹤0.01%
+273
291
$20K ﹤0.01%
133
292
$20K ﹤0.01%
222
+167
293
$20K ﹤0.01%
+240
294
$20K ﹤0.01%
+1,258
295
$20K ﹤0.01%
402
296
$20K ﹤0.01%
509
+9
297
$18K ﹤0.01%
+320
298
$18K ﹤0.01%
+750
299
$17K ﹤0.01%
30
300
$17K ﹤0.01%
1,056
10 11
12
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