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
101
$31K 0.01%
356
102
$31K 0.01%
416
-130
103
$31K 0.01%
+883
104
$30K 0.01%
242
105
$30K 0.01%
389
106
$30K 0.01%
826
107
$29K 0.01%
310
108
$29K 0.01%
+145
109
$29K 0.01%
999
110
$28K 0.01%
258
111
$27K 0.01%
+325
112
$27K 0.01%
308
113
$27K 0.01%
903
114
$27K 0.01%
800
115
$26K 0.01%
232
116
$26K 0.01%
316
117
$25K 0.01%
590
118
$24K 0.01%
572
119
$24K 0.01%
278
120
$23K 0.01%
+2,982
121
$22K 0.01%
943
+6
122
$20K 0.01%
423
123
$20K 0.01%
206
124
$20K 0.01%
233
125
$19K 0.01%
235
3 4
5
6 7