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
351
$11K ﹤0.01%
195
352
$10K ﹤0.01%
101
-28
353
$10K ﹤0.01%
107
354
$10K ﹤0.01%
3,774
355
$10K ﹤0.01%
51
-85
356
$10K ﹤0.01%
250
357
$10K ﹤0.01%
100
+40
358
$10K ﹤0.01%
+250
359
$10K ﹤0.01%
261
+58
360
$10K ﹤0.01%
+360
361
$10K ﹤0.01%
+200
362
$10K ﹤0.01%
69
363
$10K ﹤0.01%
778
364
$10K ﹤0.01%
+160
365
$9K ﹤0.01%
122
366
$9K ﹤0.01%
1,318
367
$9K ﹤0.01%
725
368
$9K ﹤0.01%
680
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369
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26
-49
370
$9K ﹤0.01%
284
371
$9K ﹤0.01%
65
-34
372
$9K ﹤0.01%
367
+361
373
$9K ﹤0.01%
49
-22
374
$9K ﹤0.01%
1,008
375
$8K ﹤0.01%
61
-91
13 14
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