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
$665M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
693
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$6.59M
3
+$2.07M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.36M
5
IQDF icon
FlexShares International Quality Dividend Index Fund
IQDF
+$1.21M

Top Sells

1
+$45.7M
2
+$2.65M
3
+$2.01M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.27M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.19M

Sector Composition

1 Technology 1.78%
2 Consumer Discretionary 1.2%
3 Communication Services 0.68%
4 Healthcare 0.66%
5 Financials 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$80K 0.01%
1,240
127
$79K 0.01%
178
128
$78K 0.01%
4,494
129
$77K 0.01%
304
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130
$76K 0.01%
644
131
$72K 0.01%
462
132
$70K 0.01%
2,073
+16
133
$69K 0.01%
415
+68
134
$67K 0.01%
1,445
-892
135
$67K 0.01%
3,000
-400
136
$66K 0.01%
184
137
$66K 0.01%
244
138
$64K 0.01%
282
+119
139
$63K 0.01%
252
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140
$63K 0.01%
1,433
141
$63K 0.01%
3,000
142
$62K 0.01%
+1,580
143
$62K 0.01%
200
144
$61K 0.01%
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145
$60K 0.01%
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146
$59K 0.01%
700
147
$59K 0.01%
2,505
148
$58K 0.01%
3,052
-26
149
$57K 0.01%
1,231
150
$57K 0.01%
287
4 5
6
7 8