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
$171M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$33.8M
2
+$23.6M
3
+$3.05M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.11M
5
XOM icon
Exxon Mobil
XOM
+$240K

Top Sells

1
+$21.4M
2
+$3.56M
3
+$1.18M
4
CSG
CHAMBERS STR PPTYS COM
CSG
+$1.11M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$554K

Sector Composition

1 Healthcare 1.43%
2 Technology 1.33%
3 Consumer Staples 0.83%
4 Industrials 0.55%
5 Energy 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$29K 0.02%
265
77
$29K 0.02%
400
-105
78
$29K 0.02%
800
79
$28K 0.02%
702
+423
80
$27K 0.02%
389
81
$27K 0.02%
308
+116
82
$27K 0.02%
903
83
$26K 0.02%
310
+272
84
$26K 0.02%
+300
85
$25K 0.01%
316
+152
86
$24K 0.01%
+572
87
$23K 0.01%
231
+202
88
$23K 0.01%
232
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89
$23K 0.01%
931
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90
$22K 0.01%
198
+156
91
$22K 0.01%
+300
92
$21K 0.01%
249
+161
93
$21K 0.01%
+175
94
$19K 0.01%
450
+270
95
$19K 0.01%
423
96
$19K 0.01%
260
+215
97
$19K 0.01%
206
-103
98
$18K 0.01%
1,029
-786
99
$18K 0.01%
+208
100
$17K 0.01%
+278
2 3
4
5 6