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
$781M
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$5.62M
3
+$5.62M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.87M
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$4.25M

Top Sells

1
+$50.9M
2
+$2.07M
3
+$557K
4
NAVI icon
Navient
NAVI
+$386K
5
MBI icon
MBIA
MBI
+$308K

Sector Composition

1 Technology 1.8%
2 Consumer Discretionary 1.09%
3 Financials 0.85%
4 Communication Services 0.81%
5 Healthcare 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$17K ﹤0.01%
+128
377
$17K ﹤0.01%
173
378
$17K ﹤0.01%
44
-65
379
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60
380
$17K ﹤0.01%
288
+198
381
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33
382
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316
+312
383
$17K ﹤0.01%
334
+260
384
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441
385
$16K ﹤0.01%
110
+106
386
$16K ﹤0.01%
99
+13
387
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127
-64
388
$16K ﹤0.01%
165
389
$16K ﹤0.01%
284
390
$16K ﹤0.01%
259
391
$16K ﹤0.01%
244
392
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297
-105
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$15K ﹤0.01%
297
394
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575
395
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203
+42
396
$15K ﹤0.01%
300
-128
397
$15K ﹤0.01%
81
-22
398
$14K ﹤0.01%
249
399
$14K ﹤0.01%
+21
400
$14K ﹤0.01%
132
14 15
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