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
$471M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$53M
2
+$33.8M
3
+$25.4M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$13.4M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.04M

Top Sells

1
+$44M
2
+$36.3M
3
+$5.81M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$423K
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$375K

Sector Composition

1 Technology 0.95%
2 Consumer Discretionary 0.73%
3 Healthcare 0.72%
4 Financials 0.7%
5 Consumer Staples 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$3K ﹤0.01%
200
302
$3K ﹤0.01%
364
-1,182
303
$3K ﹤0.01%
66
304
$2K ﹤0.01%
11
305
$2K ﹤0.01%
61
306
$2K ﹤0.01%
35
307
$2K ﹤0.01%
50
308
$2K ﹤0.01%
69
309
$2K ﹤0.01%
44
310
$2K ﹤0.01%
113
311
$2K ﹤0.01%
300
312
$2K ﹤0.01%
68
313
$2K ﹤0.01%
348
-266
314
$2K ﹤0.01%
44
315
$2K ﹤0.01%
72
316
$2K ﹤0.01%
32
317
$2K ﹤0.01%
32
318
$2K ﹤0.01%
110
319
$2K ﹤0.01%
+200
320
$2K ﹤0.01%
3,500
321
$2K ﹤0.01%
2,000
322
$2K ﹤0.01%
108
323
$1K ﹤0.01%
42
324
$1K ﹤0.01%
10
325
$1K ﹤0.01%
10
11 12
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14 15