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
376
$8K ﹤0.01%
71
-76
377
$8K ﹤0.01%
205
+172
378
$8K ﹤0.01%
488
+400
379
$8K ﹤0.01%
324
380
$8K ﹤0.01%
79
381
$8K ﹤0.01%
+1,300
382
$7K ﹤0.01%
+79
383
$7K ﹤0.01%
+301
384
$7K ﹤0.01%
+93
385
$7K ﹤0.01%
120
386
$7K ﹤0.01%
67
387
$7K ﹤0.01%
124
388
$7K ﹤0.01%
+3
389
$6K ﹤0.01%
49
390
$6K ﹤0.01%
+100
391
$6K ﹤0.01%
57
392
$6K ﹤0.01%
+137
393
$6K ﹤0.01%
140
394
$6K ﹤0.01%
+206
395
$6K ﹤0.01%
47
396
$6K ﹤0.01%
+510
397
$6K ﹤0.01%
106
398
$6K ﹤0.01%
165
+92
399
$6K ﹤0.01%
848
400
$5K ﹤0.01%
48
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14 15
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