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
101
$29K 0.01%
+25
102
$29K 0.01%
395
+85
103
$29K 0.01%
308
104
$28K 0.01%
507
-87
105
$28K 0.01%
200
-65
106
$27K 0.01%
325
107
$27K 0.01%
228
-30
108
$27K 0.01%
636
-190
109
$25K 0.01%
794
+170
110
$25K 0.01%
232
111
$25K 0.01%
949
+6
112
$24K 0.01%
448
-265
113
$24K 0.01%
+1,150
114
$24K 0.01%
+2,555
115
$24K 0.01%
230
+22
116
$23K 0.01%
328
-61
117
$23K 0.01%
316
118
$23K 0.01%
906
-335
119
$23K 0.01%
572
120
$23K 0.01%
206
121
$23K 0.01%
266
+30
122
$22K 0.01%
345
-45
123
$22K 0.01%
384
+89
124
$22K 0.01%
+735
125
$22K 0.01%
278
3 4
5
6 7