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
$328M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.3M
3
+$1.11M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$622K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$441K

Top Sells

1
+$3.19M
2
+$910K
3
+$151K
4
META icon
Meta Platforms (Facebook)
META
+$148K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$120K

Sector Composition

1 Consumer Staples 0.34%
2 Technology 0.3%
3 Consumer Discretionary 0.18%
4 Communication Services 0.11%
5 Utilities 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$44K 0.01%
+665
52
$40K 0.01%
656
+5
53
$40K 0.01%
+416
54
$39K 0.01%
22
55
$34K 0.01%
145
-255
56
$32K 0.01%
460
57
$32K 0.01%
1,003
+6
58
$28K 0.01%
+1,500
59
$27K 0.01%
838
-1,045
60
$22K 0.01%
422
61
$22K 0.01%
134
-22
62
$22K 0.01%
+159
63
$21K 0.01%
195
+2
64
$20K 0.01%
1,150
65
$20K 0.01%
400
66
$19K 0.01%
130
67
$19K 0.01%
115
68
$19K 0.01%
155
69
$18K 0.01%
210
70
$17K 0.01%
305
71
$15K ﹤0.01%
200
72
$15K ﹤0.01%
+122
73
$10K ﹤0.01%
751
74
$9K ﹤0.01%
+144
75
$8K ﹤0.01%
190
1 2
3
4 5