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
$171M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$33.8M
2
+$23.6M
3
+$3.05M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.11M
5
XOM icon
Exxon Mobil
XOM
+$240K

Top Sells

1
+$21.4M
2
+$3.56M
3
+$1.18M
4
CSG
CHAMBERS STR PPTYS COM
CSG
+$1.11M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$554K

Sector Composition

1 Healthcare 1.43%
2 Technology 1.33%
3 Consumer Staples 0.83%
4 Industrials 0.55%
5 Energy 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$55K 0.03%
+850
52
$52K 0.03%
2,196
+276
53
$49K 0.03%
412
+132
54
$49K 0.03%
734
-190
55
$47K 0.03%
683
56
$46K 0.03%
+262
57
$46K 0.03%
+835
58
$45K 0.03%
208
+185
59
$45K 0.03%
744
+221
60
$45K 0.03%
910
+294
61
$42K 0.02%
655
+395
62
$41K 0.02%
504
-306
63
$41K 0.02%
579
64
$41K 0.02%
+1,266
65
$40K 0.02%
500
-200
66
$39K 0.02%
750
+250
67
$38K 0.02%
826
+628
68
$37K 0.02%
768
+642
69
$36K 0.02%
+484
70
$33K 0.02%
546
+191
71
$33K 0.02%
335
+217
72
$33K 0.02%
416
+161
73
$33K 0.02%
1,250
+740
74
$31K 0.02%
+1,175
75
$29K 0.02%
750
-54
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3
4 5