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
401
$4K ﹤0.01%
1,000
402
$4K ﹤0.01%
+156
403
$3K ﹤0.01%
+270
404
$3K ﹤0.01%
+30
405
$3K ﹤0.01%
+50
406
$3K ﹤0.01%
200
407
$3K ﹤0.01%
11
408
$3K ﹤0.01%
61
409
$3K ﹤0.01%
+177
410
$3K ﹤0.01%
+99
411
$3K ﹤0.01%
35
412
$3K ﹤0.01%
+198
413
$3K ﹤0.01%
+162
414
$3K ﹤0.01%
49
415
$3K ﹤0.01%
50
416
$3K ﹤0.01%
98
417
$3K ﹤0.01%
+69
418
$3K ﹤0.01%
+207
419
$3K ﹤0.01%
+81
420
$3K ﹤0.01%
+18
421
$3K ﹤0.01%
85
422
$3K ﹤0.01%
+75
423
$3K ﹤0.01%
71
424
$3K ﹤0.01%
+99
425
$3K ﹤0.01%
+33
15 16
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