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
401
$5K ﹤0.01%
1,000
402
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44
-76
403
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17
-3
404
$5K ﹤0.01%
76
405
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+38
406
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48
407
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+150
408
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+88
409
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100
410
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28
-22
411
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263
+182
412
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137
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413
$5K ﹤0.01%
+80
414
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96
415
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42
416
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+200
417
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70
-350
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500
419
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+215
420
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50
421
$5K ﹤0.01%
364
422
$5K ﹤0.01%
24
423
$4K ﹤0.01%
+38
424
$4K ﹤0.01%
11
425
$4K ﹤0.01%
80
15 16
17
18 19