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
551
$1K ﹤0.01%
+20
552
$1K ﹤0.01%
+180
553
$1K ﹤0.01%
+78
554
$1K ﹤0.01%
8
555
$1K ﹤0.01%
+39
556
$1K ﹤0.01%
+108
557
$1K ﹤0.01%
+30
558
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+18
559
$1K ﹤0.01%
+129
560
$1K ﹤0.01%
+60
561
$1K ﹤0.01%
+90
562
$1K ﹤0.01%
38
563
$1K ﹤0.01%
+60
564
$1K ﹤0.01%
8
565
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+30
566
$1K ﹤0.01%
+18
567
$1K ﹤0.01%
40
568
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+30
569
$1K ﹤0.01%
17
570
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571
$1K ﹤0.01%
+25
572
$1K ﹤0.01%
+7
573
$1K ﹤0.01%
13
574
$1K ﹤0.01%
+78
575
$1K ﹤0.01%
+132
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