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
$492M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
599
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.63M
3
+$1.76M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.71M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$1.65M

Top Sells

1
+$338K
2
+$283K
3
+$201K
4
CVGW icon
Calavo Growers
CVGW
+$193K
5
MCO icon
Moody's
MCO
+$130K

Sector Composition

1 Technology 1.16%
2 Consumer Discretionary 0.94%
3 Financials 0.86%
4 Healthcare 0.85%
5 Consumer Staples 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$55K 0.01%
1,000
127
$54K 0.01%
615
+127
128
$54K 0.01%
262
-73
129
$53K 0.01%
825
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130
$52K 0.01%
1,001
+864
131
$51K 0.01%
939
132
$51K 0.01%
1,033
-839
133
$50K 0.01%
626
134
$50K 0.01%
415
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135
$50K 0.01%
566
-298
136
$49K 0.01%
377
137
$48K 0.01%
177
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138
$48K 0.01%
3,000
139
$48K 0.01%
665
140
$48K 0.01%
6,000
141
$47K 0.01%
327
-294
142
$47K 0.01%
244
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143
$44K 0.01%
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144
$44K 0.01%
+306
145
$43K 0.01%
222
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146
$42K 0.01%
7,539
-5,857
147
$42K 0.01%
430
148
$41K 0.01%
+455
149
$41K 0.01%
397
150
$41K 0.01%
560
4 5
6
7 8