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LWA

Lenox Wealth Advisors Portfolio holdings

AUM $798M
1-Year Est. Return 5.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$314M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$4.63M
3
+$2.22M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.98M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.64M

Top Sells

1
+$19.3M
2
+$659K
3
+$205K
4
CSG
CHAMBERS STR PPTYS COM
CSG
+$195K
5
LNC icon
Lincoln National
LNC
+$94.2K

Sector Composition

1 Financials 1.31%
2 Technology 0.91%
3 Healthcare 0.9%
4 Energy 0.67%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2K ﹤0.01%
22
-165
327
$2K ﹤0.01%
60
-150
328
$2K ﹤0.01%
72
-164
329
$2K ﹤0.01%
+166
330
$2K ﹤0.01%
+20
331
$2K ﹤0.01%
+53
332
$2K ﹤0.01%
281
-676
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$2K ﹤0.01%
+57
334
$2K ﹤0.01%
+19
335
$2K ﹤0.01%
+23
336
$2K ﹤0.01%
114
-320
337
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+17
338
$2K ﹤0.01%
+59
339
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+35
340
$2K ﹤0.01%
+75
341
$2K ﹤0.01%
+22
342
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39
-37
343
$2K ﹤0.01%
75
344
$2K ﹤0.01%
113
345
$2K ﹤0.01%
+19
346
$2K ﹤0.01%
+55
347
$2K ﹤0.01%
+156
348
$2K ﹤0.01%
+68
349
$2K ﹤0.01%
7
350
$2K ﹤0.01%
+24
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