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
$314M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$4.55M
3
+$2.16M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.97M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.61M

Top Sells

1
+$19.3M
2
+$645K
3
+$195K
4
JEF icon
Jefferies Financial Group
JEF
+$191K
5
LNC icon
Lincoln National
LNC
+$103K

Sector Composition

1 Financials 1.31%
2 Technology 0.91%
3 Healthcare 0.9%
4 Energy 0.67%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$40K 0.01%
832
+409
102
$38K 0.01%
421
-116
103
$38K 0.01%
500
104
$38K 0.01%
895
-806
105
$35K 0.01%
1,204
-694
106
$34K 0.01%
340
+32
107
$34K 0.01%
1,266
108
$32K 0.01%
25
-16
109
$31K 0.01%
230
110
$30K 0.01%
145
111
$29K 0.01%
470
+86
112
$29K 0.01%
3,000
-386
113
$29K 0.01%
1,120
-2,431
114
$29K 0.01%
400
-172
115
$29K 0.01%
973
+5
116
$28K 0.01%
+249
117
$27K 0.01%
200
118
$26K 0.01%
253
-9
119
$26K 0.01%
586
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120
$26K 0.01%
+248
121
$24K 0.01%
396
+4
122
$23K 0.01%
+303
123
$23K 0.01%
671
-447
124
$23K 0.01%
327
+234
125
$23K 0.01%
+241
3 4
5
6 7