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
$357M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$4.05M
3
+$2.18M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$858K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$844K

Top Sells

1
+$11.5M
2
+$2.34M
3
+$1.4M
4
PEP icon
PepsiCo
PEP
+$455K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$288K

Sector Composition

1 Technology 0.87%
2 Consumer Staples 0.32%
3 Healthcare 0.32%
4 Communication Services 0.3%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$3K ﹤0.01%
+39
302
$3K ﹤0.01%
31
-1
303
$3K ﹤0.01%
+168
304
$3K ﹤0.01%
+107
305
$2K ﹤0.01%
+12
306
$2K ﹤0.01%
+27
307
$2K ﹤0.01%
+150
308
$2K ﹤0.01%
+30
309
$2K ﹤0.01%
+69
310
$2K ﹤0.01%
+55
311
$2K ﹤0.01%
+13
312
$2K ﹤0.01%
32
+28
313
$2K ﹤0.01%
+27
314
$2K ﹤0.01%
+182
315
$2K ﹤0.01%
+37
316
$2K ﹤0.01%
+21
317
$2K ﹤0.01%
+9
318
$2K ﹤0.01%
65
319
$2K ﹤0.01%
+145
320
$2K ﹤0.01%
+90
321
$2K ﹤0.01%
+20
322
$2K ﹤0.01%
+35
323
$2K ﹤0.01%
+16
324
$2K ﹤0.01%
+43
325
$2K ﹤0.01%
+60
11 12
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