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
451
$10K ﹤0.01%
664
452
$10K ﹤0.01%
+43
453
$10K ﹤0.01%
318
+1
454
$10K ﹤0.01%
+32
455
$10K ﹤0.01%
59
456
$10K ﹤0.01%
+159
457
$10K ﹤0.01%
400
458
$9K ﹤0.01%
59
459
$9K ﹤0.01%
75
+64
460
$9K ﹤0.01%
471
461
$9K ﹤0.01%
275
-533
462
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77
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463
$9K ﹤0.01%
190
464
$9K ﹤0.01%
+56
465
$9K ﹤0.01%
120
466
$9K ﹤0.01%
126
-287
467
$9K ﹤0.01%
179
-4
468
$9K ﹤0.01%
+63
469
$9K ﹤0.01%
32
470
$9K ﹤0.01%
+122
471
$9K ﹤0.01%
+57
472
$8K ﹤0.01%
11
473
$8K ﹤0.01%
+100
474
$8K ﹤0.01%
21
-26
475
$8K ﹤0.01%
30
17 18
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20 21