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
301
$17K ﹤0.01%
+977
302
$17K ﹤0.01%
300
-2,392
303
$16K ﹤0.01%
+161
304
$16K ﹤0.01%
+253
305
$16K ﹤0.01%
700
306
$16K ﹤0.01%
+400
307
$16K ﹤0.01%
1,000
308
$16K ﹤0.01%
+778
309
$15K ﹤0.01%
+428
310
$15K ﹤0.01%
1,611
+1,526
311
$15K ﹤0.01%
438
312
$15K ﹤0.01%
259
313
$15K ﹤0.01%
+110
314
$15K ﹤0.01%
751
315
$14K ﹤0.01%
1,575
316
$14K ﹤0.01%
218
317
$14K ﹤0.01%
+390
318
$13K ﹤0.01%
+605
319
$13K ﹤0.01%
+637
320
$13K ﹤0.01%
60
321
$12K ﹤0.01%
+100
322
$12K ﹤0.01%
133
323
$12K ﹤0.01%
228
324
$12K ﹤0.01%
132
325
$12K ﹤0.01%
103
11 12
13
14 15