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
326
$14K ﹤0.01%
444
327
$14K ﹤0.01%
+260
328
$13K ﹤0.01%
428
-76
329
$13K ﹤0.01%
+80
330
$13K ﹤0.01%
156
331
$13K ﹤0.01%
465
332
$13K ﹤0.01%
60
-67
333
$13K ﹤0.01%
510
334
$13K ﹤0.01%
1,575
335
$12K ﹤0.01%
320
+28
336
$12K ﹤0.01%
67
337
$12K ﹤0.01%
132
338
$12K ﹤0.01%
+445
339
$12K ﹤0.01%
216
-36
340
$12K ﹤0.01%
880
+111
341
$12K ﹤0.01%
977
342
$12K ﹤0.01%
193
+118
343
$12K ﹤0.01%
110
344
$12K ﹤0.01%
1,000
345
$11K ﹤0.01%
780
+525
346
$11K ﹤0.01%
105
347
$11K ﹤0.01%
439
+285
348
$11K ﹤0.01%
+85
349
$11K ﹤0.01%
70
+38
350
$11K ﹤0.01%
259
12 13
14
15 16