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
401
$14K ﹤0.01%
435
+333
402
$14K ﹤0.01%
1,318
403
$14K ﹤0.01%
1,008
404
$13K ﹤0.01%
+150
405
$13K ﹤0.01%
250
406
$13K ﹤0.01%
210
407
$13K ﹤0.01%
59
408
$13K ﹤0.01%
+135
409
$13K ﹤0.01%
+211
410
$13K ﹤0.01%
33
411
$13K ﹤0.01%
106
412
$13K ﹤0.01%
43
413
$13K ﹤0.01%
+185
414
$13K ﹤0.01%
24
415
$12K ﹤0.01%
105
416
$12K ﹤0.01%
356
417
$12K ﹤0.01%
141
+84
418
$12K ﹤0.01%
226
+202
419
$12K ﹤0.01%
+114
420
$12K ﹤0.01%
+155
421
$12K ﹤0.01%
725
422
$12K ﹤0.01%
93
-5
423
$12K ﹤0.01%
55
424
$12K ﹤0.01%
+189
425
$12K ﹤0.01%
52
+51
15 16
17
18 19