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
$600M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$6.94M
2
+$4.27M
3
+$3.78M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$2.87M
5
IQDF icon
FlexShares International Quality Dividend Index Fund
IQDF
+$1.54M

Top Sells

1
+$1.36M
2
+$1.36M
3
+$1.33M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.06M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$771K

Sector Composition

1 Technology 1.29%
2 Financials 0.94%
3 Consumer Discretionary 0.79%
4 Consumer Staples 0.61%
5 Communication Services 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$403K 0.07%
5,312
+312
52
$401K 0.07%
3,912
53
$373K 0.06%
15,512
-225
54
$360K 0.06%
2,278
55
$360K 0.06%
2,627
-40
56
$345K 0.06%
3,046
-31
57
$344K 0.06%
3,220
58
$321K 0.05%
8,546
59
$290K 0.05%
+4,880
60
$288K 0.05%
2,209
+555
61
$283K 0.05%
1,695
62
$282K 0.05%
1,298
-123
63
$279K 0.05%
1,203
-31
64
$278K 0.05%
+7,385
65
$269K 0.04%
2,262
66
$261K 0.04%
6,898
67
$249K 0.04%
2,399
-50
68
$246K 0.04%
4,824
69
$237K 0.04%
2,017
+341
70
$234K 0.04%
1,448
-200
71
$233K 0.04%
4,000
72
$229K 0.04%
1,513
-16
73
$228K 0.04%
8,092
74
$221K 0.04%
1,709
+232
75
$212K 0.04%
3,900
+456
1 2
3
4 5