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
$631M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
897
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.63M
3
+$2.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.43M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.01M

Top Sells

1
+$6.09M
2
+$3.67M
3
+$540K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$371K
5
AAPL icon
Apple
AAPL
+$340K

Sector Composition

1 Technology 1.71%
2 Consumer Discretionary 1.06%
3 Communication Services 0.66%
4 Financials 0.63%
5 Healthcare 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$179K 0.03%
2,223
77
$170K 0.03%
2,300
+120
78
$170K 0.03%
13,360
79
$167K 0.03%
11,550
80
$164K 0.03%
1,049
-112
81
$160K 0.03%
727
82
$155K 0.02%
356
+22
83
$151K 0.02%
2,406
84
$147K 0.02%
868
-86
85
$146K 0.02%
627
-4
86
$144K 0.02%
2,930
87
$138K 0.02%
14,678
88
$137K 0.02%
2,006
+1,929
89
$131K 0.02%
7,575
90
$131K 0.02%
700
91
$127K 0.02%
2,061
+17
92
$124K 0.02%
+6,631
93
$119K 0.02%
596
94
$117K 0.02%
+9,100
95
$114K 0.02%
3,035
+232
96
$112K 0.02%
1,800
97
$110K 0.02%
1,179
-135
98
$108K 0.02%
692
99
$106K 0.02%
1,220
100
$104K 0.02%
3,280
+160
2 3
4
5 6