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
$240M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$16.3M
3
+$16.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.1M
5
VT icon
Vanguard Total World Stock ETF
VT
+$630K

Top Sells

1
+$26.9M
2
+$17M
3
+$6.28M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$2.35M
5
CSG
CHAMBERS STR PPTYS COM
CSG
+$657K

Sector Composition

1 Technology 1.28%
2 Healthcare 1.07%
3 Consumer Staples 0.68%
4 Financials 0.46%
5 Industrials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$52K 0.02%
+1,260
77
$52K 0.02%
1,114
+85
78
$51K 0.02%
544
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79
$50K 0.02%
600
-83
80
$50K 0.02%
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81
$49K 0.02%
750
82
$47K 0.02%
208
83
$47K 0.02%
1,266
84
$46K 0.02%
1,016
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85
$46K 0.02%
655
86
$45K 0.02%
734
87
$44K 0.02%
465
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88
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$44K 0.02%
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90
$42K 0.02%
874
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91
$36K 0.02%
718
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92
$34K 0.01%
750
93
$34K 0.01%
700
94
$34K 0.01%
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95
$32K 0.01%
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96
$32K 0.01%
903
97
$32K 0.01%
800
98
$31K 0.01%
1,718
-679
99
$31K 0.01%
416
100
$30K 0.01%
145
2 3
4
5 6