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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
351
$2K ﹤0.01%
+56
352
$2K ﹤0.01%
+99
353
$2K ﹤0.01%
14
-59
354
$2K ﹤0.01%
74
-361
355
$2K ﹤0.01%
18
+12
356
$2K ﹤0.01%
60
357
$2K ﹤0.01%
45
+7
358
$2K ﹤0.01%
+16
359
$2K ﹤0.01%
+115
360
$2K ﹤0.01%
+44
361
$2K ﹤0.01%
+42
362
$2K ﹤0.01%
+51
363
$1K ﹤0.01%
+29
364
$1K ﹤0.01%
+39
365
$1K ﹤0.01%
+19
366
$1K ﹤0.01%
+16
367
$1K ﹤0.01%
+23
368
$1K ﹤0.01%
+14
369
$1K ﹤0.01%
+39
370
$1K ﹤0.01%
+55
371
$1K ﹤0.01%
123
372
$1K ﹤0.01%
+3
373
$1K ﹤0.01%
+50
374
$1K ﹤0.01%
+27
375
$1K ﹤0.01%
+10
13 14
15
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