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
126
$22K 0.01%
458
+63
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$22K 0.01%
512
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128
$21K 0.01%
655
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$21K 0.01%
416
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$21K 0.01%
206
131
$21K 0.01%
250
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$20K 0.01%
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$20K 0.01%
750
134
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200
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135
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232
136
$20K 0.01%
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137
$20K 0.01%
+1,000
138
$20K 0.01%
+673
139
$20K 0.01%
308
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140
$19K 0.01%
734
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141
$19K 0.01%
385
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142
$19K 0.01%
318
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143
$19K 0.01%
249
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144
$19K 0.01%
580
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$18K 0.01%
136
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$18K 0.01%
155
147
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188
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148
$18K 0.01%
150
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149
$17K 0.01%
579
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150
$17K 0.01%
242
+107
4 5
6
7 8