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
$665M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
693
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$6.59M
3
+$2.07M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.36M
5
IQDF icon
FlexShares International Quality Dividend Index Fund
IQDF
+$1.21M

Top Sells

1
+$45.7M
2
+$2.65M
3
+$2.01M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.27M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.19M

Sector Composition

1 Technology 1.78%
2 Consumer Discretionary 1.2%
3 Communication Services 0.68%
4 Healthcare 0.66%
5 Financials 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$6K ﹤0.01%
54
402
$6K ﹤0.01%
+664
403
$6K ﹤0.01%
139
+2
404
$6K ﹤0.01%
+173
405
$6K ﹤0.01%
70
406
$6K ﹤0.01%
500
407
$6K ﹤0.01%
+34
408
$6K ﹤0.01%
24
409
$6K ﹤0.01%
848
410
$5K ﹤0.01%
+57
411
$5K ﹤0.01%
17
412
$5K ﹤0.01%
+21
413
$5K ﹤0.01%
57
414
$5K ﹤0.01%
+85
415
$5K ﹤0.01%
114
416
$5K ﹤0.01%
+16
417
$5K ﹤0.01%
49
418
$5K ﹤0.01%
+32
419
$5K ﹤0.01%
50
420
$5K ﹤0.01%
66
421
$5K ﹤0.01%
364
422
$4K ﹤0.01%
76
423
$4K ﹤0.01%
11
424
$4K ﹤0.01%
80
425
$4K ﹤0.01%
750
15 16
17
18 19