LWA

Lenox Wealth Advisors Portfolio holdings

AUM $798M
1-Year Est. Return 5.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$314M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$4.63M
3
+$2.22M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.98M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.64M

Top Sells

1
+$19.3M
2
+$659K
3
+$205K
4
CSG
CHAMBERS STR PPTYS COM
CSG
+$195K
5
LNC icon
Lincoln National
LNC
+$94.2K

Sector Composition

1 Financials 1.31%
2 Technology 0.91%
3 Healthcare 0.9%
4 Energy 0.67%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1K ﹤0.01%
+7
402
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+44
403
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+44
404
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+332
405
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+38
406
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+9
407
$1K ﹤0.01%
+142
408
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+20
409
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19
410
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411
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+84
412
$1K ﹤0.01%
40
413
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414
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415
$1K ﹤0.01%
+23
416
$1K ﹤0.01%
+51
417
$1K ﹤0.01%
+31
418
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419
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420
$1K ﹤0.01%
+27
421
$1K ﹤0.01%
+73
422
$1K ﹤0.01%
+64
423
$1K ﹤0.01%
+40
424
$1K ﹤0.01%
+29
425
$1K ﹤0.01%
+74
15 16
17
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