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
301
$17K ﹤0.01%
172
+78
302
$17K ﹤0.01%
389
303
$17K ﹤0.01%
756
304
$17K ﹤0.01%
500
-182
305
$16K ﹤0.01%
385
306
$16K ﹤0.01%
1,043
307
$16K ﹤0.01%
33
308
$16K ﹤0.01%
250
-117
309
$16K ﹤0.01%
121
+95
310
$16K ﹤0.01%
497
311
$16K ﹤0.01%
218
312
$16K ﹤0.01%
+115
313
$16K ﹤0.01%
+400
314
$16K ﹤0.01%
500
315
$16K ﹤0.01%
+305
316
$16K ﹤0.01%
751
317
$16K ﹤0.01%
441
318
$15K ﹤0.01%
+170
319
$15K ﹤0.01%
42
-175
320
$15K ﹤0.01%
100
+27
321
$15K ﹤0.01%
+260
322
$14K ﹤0.01%
179
+113
323
$14K ﹤0.01%
1,000
324
$14K ﹤0.01%
+91
325
$14K ﹤0.01%
365
11 12
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