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
$665M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
693
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$6.59M
3
+$2.07M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.36M
5
IQDF icon
FlexShares International Quality Dividend Index Fund
IQDF
+$1.21M

Top Sells

1
+$45.7M
2
+$2.65M
3
+$2.01M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.27M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.19M

Sector Composition

1 Technology 1.78%
2 Consumer Discretionary 1.2%
3 Communication Services 0.68%
4 Healthcare 0.66%
5 Financials 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$11K ﹤0.01%
106
352
$11K ﹤0.01%
+156
353
$11K ﹤0.01%
160
354
$10K ﹤0.01%
+297
355
$10K ﹤0.01%
259
356
$10K ﹤0.01%
360
357
$10K ﹤0.01%
1,000
358
$10K ﹤0.01%
441
359
$9K ﹤0.01%
101
360
$9K ﹤0.01%
61
361
$9K ﹤0.01%
59
-12
362
$9K ﹤0.01%
3,774
363
$9K ﹤0.01%
200
-337
364
$9K ﹤0.01%
725
365
$9K ﹤0.01%
26
366
$9K ﹤0.01%
57
+39
367
$9K ﹤0.01%
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-250
368
$9K ﹤0.01%
324
369
$9K ﹤0.01%
49
370
$9K ﹤0.01%
79
371
$8K ﹤0.01%
72
+62
372
$8K ﹤0.01%
60
+48
373
$8K ﹤0.01%
197
-545
374
$8K ﹤0.01%
261
375
$8K ﹤0.01%
488
13 14
15
16 17