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
$492M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
599
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.63M
3
+$1.76M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.71M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$1.65M

Top Sells

1
+$338K
2
+$283K
3
+$201K
4
CVGW icon
Calavo Growers
CVGW
+$193K
5
MCO icon
Moody's
MCO
+$130K

Sector Composition

1 Technology 1.16%
2 Consumer Discretionary 0.94%
3 Financials 0.86%
4 Healthcare 0.85%
5 Consumer Staples 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$3K ﹤0.01%
51
-223
302
$3K ﹤0.01%
44
-766
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$3K ﹤0.01%
21
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304
$3K ﹤0.01%
113
305
$3K ﹤0.01%
26
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306
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16
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307
$3K ﹤0.01%
65
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$3K ﹤0.01%
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310
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48
313
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110
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315
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318
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108
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321
$2K ﹤0.01%
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322
$2K ﹤0.01%
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$2K ﹤0.01%
11
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324
$2K ﹤0.01%
281
-1,287
325
$2K ﹤0.01%
61
-875
11 12
13
14 15