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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
$492M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
599
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.6M
3
+$1.78M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.7M
5
CWI icon
State Street SPDR MSCI ACWI ex-US ETF
CWI
+$1.64M

Top Sells

1
+$338K
2
+$290K
3
+$201K
4
CVGW
Calavo Growers
CVGW
+$198K
5
MCO icon
Moody's
MCO
+$137K

Sector Composition

1 Technology 1.16%
2 Consumer Discretionary 0.94%
3 Financials 0.86%
4 Healthcare 0.85%
5 Consumer Staples 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1K ﹤0.01%
50
352
$1K ﹤0.01%
22
-178
353
$1K ﹤0.01%
21
-67
354
$1K ﹤0.01%
8
355
$1K ﹤0.01%
85
-386
356
$1K ﹤0.01%
20
-279
357
$1K ﹤0.01%
11,540
358
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359
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360
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361
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362
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-42
363
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364
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365
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-1,398
366
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-60
367
$0 ﹤0.01%
41
368
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369
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370
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371
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375
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