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
$226M
AUM Growth
+$4.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$1.42M
3
+$1.24M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.19M
5
AGN
Allergan plc
AGN
+$1.05M

Top Sells

1
+$1.39M
2
+$854K
3
+$671K
4
SEA
Invesco Shipping ETF
SEA
+$187K
5
FXI icon
iShares China Large-Cap ETF
FXI
+$148K

Sector Composition

1 Technology 1.23%
2 Healthcare 1.07%
3 Consumer Staples 0.67%
4 Energy 0.52%
5 Real Estate 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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+894
77
$48K 0.02%
+425
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$47K 0.02%
721
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81
$46K 0.02%
500
82
$45K 0.02%
504
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83
$45K 0.02%
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84
$45K 0.02%
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85
$44K 0.02%
579
86
$43K 0.02%
750
87
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400
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88
$43K 0.02%
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89
$42K 0.02%
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90
$41K 0.02%
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91
$41K 0.02%
208
92
$37K 0.02%
390
93
$37K 0.02%
713
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94
$36K 0.02%
+717
95
$36K 0.02%
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96
$35K 0.02%
514
97
$34K 0.02%
265
98
$33K 0.01%
1,241
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$32K 0.01%
594
100
$31K 0.01%
750
2 3
4
5 6