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
$226M
AUM Growth
+$4.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$1.42M
3
+$1.24M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.19M
5
AGN
Allergan plc
AGN
+$1.05M

Top Sells

1
+$1.39M
2
+$854K
3
+$671K
4
SEA
Invesco Shipping ETF
SEA
+$187K
5
FXI icon
iShares China Large-Cap ETF
FXI
+$148K

Sector Composition

1 Technology 1.23%
2 Healthcare 1.07%
3 Consumer Staples 0.67%
4 Energy 0.52%
5 Real Estate 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$86K 0.04%
2,582
52
$86K 0.04%
670
-52
53
$85K 0.04%
1,685
+13
54
$84K 0.04%
5,688
55
$80K 0.04%
3,196
56
$78K 0.03%
+2,130
57
$77K 0.03%
+3,300
58
$74K 0.03%
802
-96
59
$73K 0.03%
1,886
60
$73K 0.03%
+3,135
61
$72K 0.03%
1,611
62
$70K 0.03%
2,489
63
$67K 0.03%
801
-230
64
$65K 0.03%
534
-27
65
$63K 0.03%
768
66
$63K 0.03%
+1,302
67
$60K 0.03%
+688
68
$59K 0.03%
2,496
-720
69
$56K 0.02%
1,621
-375
70
$55K 0.02%
1,009
71
$55K 0.02%
850
72
$51K 0.02%
+1,000
73
$51K 0.02%
262
-58
74
$51K 0.02%
1,029
75
$50K 0.02%
683
1 2
3
4 5