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
376
$5K ﹤0.01%
47
377
$5K ﹤0.01%
364
378
$5K ﹤0.01%
41
-66
379
$4K ﹤0.01%
+69
380
$4K ﹤0.01%
80
381
$4K ﹤0.01%
+66
382
$4K ﹤0.01%
+84
383
$4K ﹤0.01%
26
384
$4K ﹤0.01%
87
+68
385
$4K ﹤0.01%
+48
386
$4K ﹤0.01%
+75
387
$4K ﹤0.01%
133
388
$4K ﹤0.01%
+135
389
$4K ﹤0.01%
79
390
$4K ﹤0.01%
+24
391
$4K ﹤0.01%
57
392
$4K ﹤0.01%
26
393
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14
-24
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$4K ﹤0.01%
16
395
$4K ﹤0.01%
96
396
$4K ﹤0.01%
+84
397
$4K ﹤0.01%
+90
398
$4K ﹤0.01%
+102
399
$4K ﹤0.01%
29
400
$4K ﹤0.01%
+105
14 15
16
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