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
$314M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$4.55M
3
+$2.16M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.97M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.61M

Top Sells

1
+$19.3M
2
+$645K
3
+$195K
4
JEF icon
Jefferies Financial Group
JEF
+$191K
5
LNC icon
Lincoln National
LNC
+$103K

Sector Composition

1 Financials 1.31%
2 Technology 0.91%
3 Healthcare 0.9%
4 Energy 0.67%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$101K 0.03%
1,751
+13
52
$97K 0.03%
1,469
-450
53
$97K 0.03%
985
+55
54
$93K 0.03%
366
+1
55
$91K 0.03%
1,457
+175
56
$91K 0.03%
1,162
+79
57
$86K 0.03%
650
+57
58
$85K 0.03%
2,319
-649
59
$85K 0.03%
18,114
-1
60
$84K 0.03%
584
-30
61
$81K 0.03%
+3,010
62
$80K 0.03%
2,582
63
$78K 0.02%
1,886
64
$78K 0.02%
748
+713
65
$73K 0.02%
+569
66
$69K 0.02%
1,264
-186
67
$68K 0.02%
+1,356
68
$67K 0.02%
+698
69
$66K 0.02%
2,220
+12
70
$66K 0.02%
588
+413
71
$64K 0.02%
1,200
72
$64K 0.02%
2,190
+14
73
$60K 0.02%
889
+45
74
$59K 0.02%
565
+47
75
$59K 0.02%
+2,840
1 2
3
4 5