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
451
$3K ﹤0.01%
64
452
$3K ﹤0.01%
+77
453
$3K ﹤0.01%
98
454
$3K ﹤0.01%
150
455
$3K ﹤0.01%
86
+33
456
$3K ﹤0.01%
133
457
$3K ﹤0.01%
+270
458
$3K ﹤0.01%
+31
459
$3K ﹤0.01%
+384
460
$3K ﹤0.01%
+211
461
$3K ﹤0.01%
+34
462
$3K ﹤0.01%
35
-95
463
$3K ﹤0.01%
+46
464
$3K ﹤0.01%
18
465
$3K ﹤0.01%
+95
466
$3K ﹤0.01%
+83
467
$3K ﹤0.01%
137
468
$3K ﹤0.01%
400
469
$3K ﹤0.01%
29
-25
470
$3K ﹤0.01%
40
471
$3K ﹤0.01%
+266
472
$3K ﹤0.01%
26
473
$3K ﹤0.01%
108
474
$2K ﹤0.01%
+34
475
$2K ﹤0.01%
6
-10
17 18
19
20 21