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
$357M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$4.05M
3
+$2.18M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$858K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$844K

Top Sells

1
+$11.5M
2
+$2.34M
3
+$1.4M
4
PEP icon
PepsiCo
PEP
+$455K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$288K

Sector Composition

1 Technology 0.87%
2 Consumer Staples 0.32%
3 Healthcare 0.32%
4 Communication Services 0.3%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$29K 0.01%
+529
127
$28K 0.01%
+556
128
$28K 0.01%
+1,046
129
$27K 0.01%
+500
130
$27K 0.01%
254
+248
131
$26K 0.01%
292
+269
132
$25K 0.01%
+1,051
133
$25K 0.01%
+316
134
$25K 0.01%
422
135
$24K 0.01%
199
-2
136
$24K 0.01%
+950
137
$20K 0.01%
+489
138
$19K 0.01%
+283
139
$19K 0.01%
+2,085
140
$18K 0.01%
2,072
+1,631
141
$18K 0.01%
+145
142
$17K ﹤0.01%
+783
143
$17K ﹤0.01%
+231
144
$16K ﹤0.01%
+224
145
$16K ﹤0.01%
+395
146
$16K ﹤0.01%
327
-157
147
$16K ﹤0.01%
+325
148
$15K ﹤0.01%
89
+84
149
$15K ﹤0.01%
+439
150
$15K ﹤0.01%
+114
4 5
6
7 8