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
$492M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
599
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.63M
3
+$1.76M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.71M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$1.65M

Top Sells

1
+$338K
2
+$283K
3
+$201K
4
CVGW icon
Calavo Growers
CVGW
+$193K
5
MCO icon
Moody's
MCO
+$130K

Sector Composition

1 Technology 1.16%
2 Consumer Discretionary 0.94%
3 Financials 0.86%
4 Healthcare 0.85%
5 Consumer Staples 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$314K 0.06%
2,714
52
$314K 0.06%
1,862
+154
53
$305K 0.06%
1,957
+1,663
54
$292K 0.06%
6,600
55
$285K 0.06%
1,762
+667
56
$284K 0.06%
3,220
57
$282K 0.06%
6,751
+3,815
58
$279K 0.06%
1,691
+847
59
$268K 0.05%
775
+500
60
$262K 0.05%
+5,400
61
$261K 0.05%
9,469
+2,204
62
$251K 0.05%
6,898
63
$242K 0.05%
1,374
+1,132
64
$242K 0.05%
4,613
+4,298
65
$239K 0.05%
3,117
66
$234K 0.05%
4,828
67
$232K 0.05%
6,210
+5,000
68
$232K 0.05%
1,430
69
$222K 0.05%
4,081
+904
70
$222K 0.05%
16,905
71
$216K 0.04%
1,912
-185
72
$210K 0.04%
3,371
-867
73
$192K 0.04%
1,923
74
$190K 0.04%
10,493
+643
75
$190K 0.04%
1,374
-490
1 2
3
4 5