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
276
$21K ﹤0.01%
412
277
$21K ﹤0.01%
402
278
$21K ﹤0.01%
+2,000
279
$20K ﹤0.01%
543
-111
280
$20K ﹤0.01%
375
-100
281
$20K ﹤0.01%
476
+415
282
$20K ﹤0.01%
1,473
283
$20K ﹤0.01%
134
+107
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$20K ﹤0.01%
65
285
$20K ﹤0.01%
102
-147
286
$20K ﹤0.01%
343
287
$19K ﹤0.01%
292
288
$19K ﹤0.01%
320
+50
289
$19K ﹤0.01%
+183
290
$19K ﹤0.01%
447
+147
291
$18K ﹤0.01%
231
292
$18K ﹤0.01%
759
293
$18K ﹤0.01%
215
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294
$18K ﹤0.01%
165
295
$18K ﹤0.01%
200
-18
296
$18K ﹤0.01%
217
297
$18K ﹤0.01%
180
+68
298
$18K ﹤0.01%
301
+7
299
$18K ﹤0.01%
1,500
+1,425
300
$17K ﹤0.01%
295
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