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
526
$1K ﹤0.01%
+60
527
$1K ﹤0.01%
+225
528
$1K ﹤0.01%
6
529
$1K ﹤0.01%
1
530
$1K ﹤0.01%
9
531
$1K ﹤0.01%
10
532
$1K ﹤0.01%
14
533
$1K ﹤0.01%
11
534
$1K ﹤0.01%
+99
535
$1K ﹤0.01%
+39
536
$1K ﹤0.01%
13
537
$1K ﹤0.01%
24
538
$1K ﹤0.01%
27
539
$1K ﹤0.01%
+33
540
$1K ﹤0.01%
+48
541
$1K ﹤0.01%
+39
542
$1K ﹤0.01%
33
543
$1K ﹤0.01%
+63
544
$1K ﹤0.01%
+198
545
$1K ﹤0.01%
+30
546
$1K ﹤0.01%
5
547
$1K ﹤0.01%
12
548
$1K ﹤0.01%
10
549
$1K ﹤0.01%
36
550
$1K ﹤0.01%
+45
20 21
22
23 24