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
$600M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$6.94M
2
+$4.27M
3
+$3.78M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.87M
5
IQDF icon
FlexShares International Quality Dividend Index Fund
IQDF
+$1.54M

Top Sells

1
+$1.36M
2
+$1.36M
3
+$1.33M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.06M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$771K

Sector Composition

1 Technology 1.29%
2 Financials 0.94%
3 Consumer Discretionary 0.79%
4 Consumer Staples 0.61%
5 Communication Services 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$9K ﹤0.01%
+45
352
$8K ﹤0.01%
194
-20
353
$8K ﹤0.01%
120
354
$8K ﹤0.01%
79
355
$8K ﹤0.01%
2,000
356
$8K ﹤0.01%
848
-424
357
$7K ﹤0.01%
104
+93
358
$7K ﹤0.01%
+201
359
$7K ﹤0.01%
50
360
$6K ﹤0.01%
64
361
$6K ﹤0.01%
+12
362
$6K ﹤0.01%
57
363
$6K ﹤0.01%
+225
364
$6K ﹤0.01%
+100
365
$6K ﹤0.01%
26
366
$6K ﹤0.01%
66
367
$5K ﹤0.01%
+105
368
$5K ﹤0.01%
27
369
$5K ﹤0.01%
38
370
$5K ﹤0.01%
+116
371
$5K ﹤0.01%
+30
372
$5K ﹤0.01%
+91
373
$5K ﹤0.01%
88
374
$5K ﹤0.01%
+456
375
$5K ﹤0.01%
+63
13 14
15
16 17