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
$600M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$6.94M
2
+$4.27M
3
+$3.78M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.87M
5
IQDF icon
FlexShares International Quality Dividend Index Fund
IQDF
+$1.54M

Top Sells

1
+$1.36M
2
+$1.36M
3
+$1.33M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.06M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$771K

Sector Composition

1 Technology 1.29%
2 Financials 0.94%
3 Consumer Discretionary 0.79%
4 Consumer Staples 0.61%
5 Communication Services 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2K ﹤0.01%
+18
452
$2K ﹤0.01%
+120
453
$2K ﹤0.01%
+90
454
$2K ﹤0.01%
+39
455
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+63
456
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43
-74
457
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+90
458
$2K ﹤0.01%
+60
459
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+159
460
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+99
461
$2K ﹤0.01%
+108
462
$2K ﹤0.01%
+18
463
$2K ﹤0.01%
+72
464
$2K ﹤0.01%
+207
465
$2K ﹤0.01%
+90
466
$2K ﹤0.01%
62
467
$2K ﹤0.01%
+21
468
$2K ﹤0.01%
+78
469
$2K ﹤0.01%
98
470
$2K ﹤0.01%
+111
471
$2K ﹤0.01%
75
472
$2K ﹤0.01%
+78
473
$2K ﹤0.01%
+50
474
$2K ﹤0.01%
12
475
$2K ﹤0.01%
+15
17 18
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