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
$314M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$4.55M
3
+$2.16M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.97M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.61M

Top Sells

1
+$19.3M
2
+$645K
3
+$195K
4
JEF icon
Jefferies Financial Group
JEF
+$191K
5
LNC icon
Lincoln National
LNC
+$103K

Sector Composition

1 Financials 1.31%
2 Technology 0.91%
3 Healthcare 0.9%
4 Energy 0.67%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$354K 0.11%
21,728
27
$342K 0.11%
7,250
28
$249K 0.08%
4,492
-261
29
$232K 0.07%
+10,000
30
$231K 0.07%
2,961
-105
31
$224K 0.07%
+1,200
32
$220K 0.07%
10,751
+261
33
$215K 0.07%
1,637
34
$201K 0.06%
3,996
-240
35
$197K 0.06%
+2,739
36
$196K 0.06%
+2,510
37
$185K 0.06%
1,690
38
$184K 0.06%
2,863
39
$166K 0.05%
5,730
+42
40
$158K 0.05%
4,176
+18
41
$158K 0.05%
4,087
+85
42
$155K 0.05%
3,876
43
$152K 0.05%
1,914
-173
44
$152K 0.05%
+1,506
45
$134K 0.04%
+1,241
46
$129K 0.04%
1,165
47
$124K 0.04%
1,095
48
– –
0
49
$109K 0.03%
1,065
+59
50
$103K 0.03%
1,500
1
2
3 4 5