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
126
$68K 0.01%
536
-11
127
$68K 0.01%
2,057
+17
128
$67K 0.01%
282
-17
129
$67K 0.01%
3,400
+2,000
130
$67K 0.01%
582
131
$66K 0.01%
1,240
132
$66K 0.01%
462
133
$65K 0.01%
640
134
$64K 0.01%
178
-13
135
$63K 0.01%
+4,105
136
$63K 0.01%
2,559
137
$62K 0.01%
693
+260
138
$61K 0.01%
184
-36
139
$60K 0.01%
3,000
140
$59K 0.01%
1,011
-80
141
$59K 0.01%
644
+191
142
$58K 0.01%
160
143
$57K 0.01%
613
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144
$57K 0.01%
287
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145
$57K 0.01%
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146
$57K 0.01%
+1,000
147
$57K 0.01%
651
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148
$57K 0.01%
200
149
$56K 0.01%
3,078
+39
150
$55K 0.01%
1,231
4 5
6
7 8