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
$357M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$4.05M
3
+$2.18M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$858K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$844K

Top Sells

1
+$11.5M
2
+$2.34M
3
+$1.4M
4
PEP icon
PepsiCo
PEP
+$455K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$288K

Sector Composition

1 Technology 0.87%
2 Consumer Staples 0.32%
3 Healthcare 0.32%
4 Communication Services 0.3%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$93K 0.03%
+895
77
$90K 0.03%
1,115
+1,113
78
$88K 0.02%
275
-1
79
$88K 0.02%
+875
80
$87K 0.02%
+739
81
$81K 0.02%
+1,189
82
$80K 0.02%
1,033
+31
83
$78K 0.02%
566
84
$77K 0.02%
+3,757
85
$75K 0.02%
+3,378
86
$73K 0.02%
+817
87
$72K 0.02%
+1,286
88
$72K 0.02%
+672
89
$70K 0.02%
2,790
90
$69K 0.02%
+1,279
91
$69K 0.02%
+961
92
$67K 0.02%
1,372
+4
93
$66K 0.02%
854
94
$65K 0.02%
+13,360
95
$62K 0.02%
1,344
-10
96
$56K 0.02%
+545
97
$55K 0.02%
374
+240
98
$54K 0.02%
868
+35
99
$50K 0.01%
+297
100
$49K 0.01%
665
2 3
4
5 6