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
$107M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$9.26M
2
+$2.1M
3
+$2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.86M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$119K

Top Sells

1
+$446K
2
+$381K
3
+$104K
4
AAPL icon
Apple
AAPL
+$84.4K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$68.9K

Sector Composition

1 Technology 1.49%
2 Healthcare 0.63%
3 Consumer Discretionary 0.35%
4 Communication Services 0.29%
5 Industrials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$24K 0.02%
+98
52
$23K 0.02%
413
+250
53
$23K 0.02%
251
-99
54
$23K 0.02%
920
+5
55
$22K 0.02%
330
-120
56
$21K 0.02%
419
+298
57
$21K 0.02%
+2
58
$20K 0.02%
423
59
$19K 0.02%
245
+50
60
$19K 0.02%
+540
61
$18K 0.02%
200
62
$17K 0.02%
+197
63
$17K 0.02%
244
+18
64
$17K 0.02%
539
65
$17K 0.02%
363
66
$17K 0.02%
+475
67
$16K 0.01%
100
68
$16K 0.01%
372
+250
69
$16K 0.01%
+502
70
$16K 0.01%
+300
71
$15K 0.01%
+202
72
$15K 0.01%
450
-420
73
$15K 0.01%
200
74
$14K 0.01%
227
75
$14K 0.01%
+50
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3
4 5