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
$357M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$4.05M
3
+$2.18M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$858K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$844K

Top Sells

1
+$11.5M
2
+$2.34M
3
+$1.4M
4
PEP icon
PepsiCo
PEP
+$455K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$288K

Sector Composition

1 Technology 0.87%
2 Consumer Staples 0.32%
3 Healthcare 0.32%
4 Communication Services 0.3%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$184K 0.05%
+2,193
52
$176K 0.05%
1,409
+1,400
53
$163K 0.05%
1,095
54
$157K 0.04%
1,308
-3,792
55
$151K 0.04%
2,930
56
$150K 0.04%
+1,887
57
$149K 0.04%
1,621
+947
58
$148K 0.04%
2,836
59
$146K 0.04%
2,206
+103
60
$144K 0.04%
+3,054
61
$142K 0.04%
3,000
62
$138K 0.04%
783
+773
63
$136K 0.04%
+4,166
64
$130K 0.04%
+1,713
65
$116K 0.03%
588
+584
66
$111K 0.03%
1,867
+17
67
$106K 0.03%
3,213
+3,189
68
$104K 0.03%
602
+580
69
$102K 0.03%
+3,430
70
$100K 0.03%
+837
71
$97K 0.03%
722
+720
72
$96K 0.03%
+597
73
$96K 0.03%
+700
74
$94K 0.03%
617
+3
75
$94K 0.03%
899
+894
1 2
3
4 5