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
$234M
AUM Growth
-$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1 +$8.61M
2 +$1.66M
3 +$1.53M
4
M icon
Macy's
M
+$1.51M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$981K

Top Sells

1 +$7.93M
2 +$4.7M
3 +$2.6M
4
AGN
Allergan plc
AGN
+$1.34M
5
SEA
Invesco Shipping ETF
SEA
+$989K

Sector Composition

1 Technology 1.24%
2 Financials 1.1%
3 Consumer Discretionary 0.84%
4 Healthcare 0.45%
5 Industrials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$0 ﹤0.01%
+2
327
-391
328
-316