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
$240M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$16.3M
3
+$16.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.1M
5
VT icon
Vanguard Total World Stock ETF
VT
+$630K

Top Sells

1
+$26.9M
2
+$17M
3
+$6.28M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$2.35M
5
CSG
CHAMBERS STR PPTYS COM
CSG
+$657K

Sector Composition

1 Technology 1.28%
2 Healthcare 1.07%
3 Consumer Staples 0.68%
4 Financials 0.46%
5 Industrials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$91K 0.04%
5,688
52
$89K 0.04%
3,196
53
$89K 0.04%
1,417
-262
54
$87K 0.04%
670
55
$84K 0.04%
2,336
+22
56
$84K 0.04%
674
+140
57
$82K 0.03%
2,136
+6
58
$80K 0.03%
614
-110
59
$78K 0.03%
1,701
+90
60
$77K 0.03%
1,886
61
$77K 0.03%
1,405
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62
$70K 0.03%
+465
63
$68K 0.03%
768
64
$68K 0.03%
844
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65
$67K 0.03%
2,489
66
$64K 0.03%
1,610
-584
67
$62K 0.03%
888
-121
68
$62K 0.03%
760
-41
69
$59K 0.02%
1,000
70
$59K 0.02%
850
71
$59K 0.02%
1,621
72
$56K 0.02%
+744
73
$55K 0.02%
1,312
+10
74
$54K 0.02%
262
75
$54K 0.02%
+1,118
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3
4 5