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
426
$4K ﹤0.01%
+750
427
$4K ﹤0.01%
+292
428
$4K ﹤0.01%
54
429
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430
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14
-24
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79
432
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+54
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45
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4
435
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436
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+162
437
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49
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438
$4K ﹤0.01%
+76
439
$4K ﹤0.01%
+29
440
$4K ﹤0.01%
133
+48
441
$4K ﹤0.01%
102
442
$4K ﹤0.01%
66
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444
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83
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445
$4K ﹤0.01%
39
446
$4K ﹤0.01%
2,000
447
$3K ﹤0.01%
85
448
$3K ﹤0.01%
12
449
$3K ﹤0.01%
244
450
$3K ﹤0.01%
74
-129
16 17
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