We are live on ! Find out more
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
426
$1K ﹤0.01%
20
-26
427
$1K ﹤0.01%
+27
428
$1K ﹤0.01%
58
429
$1K ﹤0.01%
+3
430
$1K ﹤0.01%
+57
431
$1K ﹤0.01%
+10
432
$1K ﹤0.01%
+13
433
$1K ﹤0.01%
+20
434
$1K ﹤0.01%
60
435
$1K ﹤0.01%
+25
436
$1K ﹤0.01%
+30
437
$1K ﹤0.01%
+19
438
$1K ﹤0.01%
+23
439
$1K ﹤0.01%
+43
440
$1K ﹤0.01%
+32
441
$1K ﹤0.01%
10
442
$1K ﹤0.01%
+11
443
$1K ﹤0.01%
27
444
$1K ﹤0.01%
+53
445
$1K ﹤0.01%
+21
446
$1K ﹤0.01%
+106
447
$1K ﹤0.01%
13
-9
448
$1K ﹤0.01%
+94
449
$1K ﹤0.01%
+22
450
$1K ﹤0.01%
+24
16 17
18
19 20