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 Buys

1
+$6.94M
2
+$4.27M
3
+$3.78M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.87M
5
IQDF icon
FlexShares International Quality Dividend Index Fund
IQDF
+$1.54M

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
126
$76K 0.01%
1,378
+378
127
$76K 0.01%
1,501
+888
128
$75K 0.01%
2,615
-1,211
129
$74K 0.01%
550
130
$73K 0.01%
+551
131
$73K 0.01%
+3,560
132
$72K 0.01%
+2,563
133
$71K 0.01%
2,559
134
$69K 0.01%
547
+47
135
$69K 0.01%
640
136
$64K 0.01%
1,308
+1,171
137
$63K 0.01%
759
+358
138
$63K 0.01%
+462
139
$62K 0.01%
541
+135
140
$62K 0.01%
1,324
+775
141
$59K 0.01%
1,433
-1,433
142
$58K 0.01%
739
+202
143
$57K 0.01%
1,143
144
$57K 0.01%
994
+695
145
$56K 0.01%
740
+490
146
$56K 0.01%
222
147
$56K 0.01%
3,547
+3,500
148
$55K 0.01%
942
149
$55K 0.01%
200
-1,046
150
$55K 0.01%
282
-50
4 5
6
7 8