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
101
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+566
102
$17K 0.01%
179
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103
$16K 0.01%
+246
104
$15K 0.01%
295
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$15K 0.01%
169
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106
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325
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107
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108
$14K 0.01%
567
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109
$13K 0.01%
198
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110
$13K 0.01%
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111
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200
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112
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113
$12K 0.01%
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114
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115
$12K 0.01%
162
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116
$11K 0.01%
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117
$11K 0.01%
397
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118
$10K 0.01%
202
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119
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111
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120
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121
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122
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163
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123
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119
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124
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213
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125
$10K 0.01%
144
-133
3 4
5
6 7