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
$631M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
897
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.63M
3
+$2.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.43M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.01M

Top Sells

1
+$6.09M
2
+$3.67M
3
+$540K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$371K
5
AAPL icon
Apple
AAPL
+$340K

Sector Composition

1 Technology 1.71%
2 Consumer Discretionary 1.06%
3 Communication Services 0.66%
4 Financials 0.63%
5 Healthcare 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$104K 0.02%
65
-2
102
$102K 0.02%
1,070
103
$99K 0.02%
912
+50
104
$99K 0.02%
782
-18
105
$99K 0.02%
1,795
+1,157
106
$98K 0.02%
3,407
+15
107
$94K 0.01%
233
108
$93K 0.01%
+1,700
109
$91K 0.01%
2,337
+930
110
$88K 0.01%
1,854
+33
111
$86K 0.01%
1,431
+431
112
$85K 0.01%
1,895
-576
113
$84K 0.01%
8,100
114
$79K 0.01%
1,777
+835
115
$76K 0.01%
545
116
$76K 0.01%
306
+150
117
$75K 0.01%
4,494
118
$74K 0.01%
551
119
$74K 0.01%
1,455
-23
120
$73K 0.01%
388
-108
121
$73K 0.01%
610
-192
122
$71K 0.01%
372
-84
123
$71K 0.01%
7,520
-3,480
124
$71K 0.01%
244
-16
125
$69K 0.01%
2,505
3 4
5
6 7