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
$600M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Sells

1 +$1.36M
2 +$1.36M
3 +$1.33M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.06M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$771K

Sector Composition

1 Technology 1.29%
2 Financials 0.94%
3 Consumer Discretionary 0.79%
4 Consumer Staples 0.61%
5 Communication Services 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
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+8,787
102
$114K 0.02%
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103
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58
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105
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106
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107
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108
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109
$108K 0.02%
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110
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621
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111
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267
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112
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2,017
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113
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114
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115
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116
$95K 0.02%
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117
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118
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545
122
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123
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2,010
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124
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374
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125
$78K 0.01%
582