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
426
$12K ﹤0.01%
295
+1
427
$12K ﹤0.01%
250
428
$12K ﹤0.01%
+84
429
$12K ﹤0.01%
+96
430
$12K ﹤0.01%
+309
431
$12K ﹤0.01%
3,000
432
$11K ﹤0.01%
277
+154
433
$11K ﹤0.01%
+200
434
$11K ﹤0.01%
429
435
$11K ﹤0.01%
+100
436
$11K ﹤0.01%
177
-97
437
$11K ﹤0.01%
+96
438
$11K ﹤0.01%
52
+1
439
$11K ﹤0.01%
125
440
$11K ﹤0.01%
+44
441
$11K ﹤0.01%
87
442
$11K ﹤0.01%
180
-109
443
$11K ﹤0.01%
49
444
$11K ﹤0.01%
500
445
$11K ﹤0.01%
+90
446
$11K ﹤0.01%
+154
447
$11K ﹤0.01%
+123
448
$10K ﹤0.01%
+248
449
$10K ﹤0.01%
+267
450
$10K ﹤0.01%
+66
16 17
18
19 20