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
$171M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$33.8M
2
+$23.6M
3
+$3.05M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.11M
5
XOM icon
Exxon Mobil
XOM
+$240K

Top Sells

1
+$21.4M
2
+$3.56M
3
+$1.18M
4
CSG
CHAMBERS STR PPTYS COM
CSG
+$1.11M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$554K

Sector Composition

1 Healthcare 1.43%
2 Technology 1.33%
3 Consumer Staples 0.83%
4 Industrials 0.55%
5 Energy 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6K ﹤0.01%
152
-71
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86
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75
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152
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880
158
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64
-30
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131
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$5K ﹤0.01%
64
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+316
164
$4K ﹤0.01%
47
-22
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$4K ﹤0.01%
35
166
$4K ﹤0.01%
103
-77
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110
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27
169
$4K ﹤0.01%
+50
170
$4K ﹤0.01%
200
171
$3K ﹤0.01%
30
-50
172
$2K ﹤0.01%
40
173
$2K ﹤0.01%
168
174
$2K ﹤0.01%
29
-377
175
$1K ﹤0.01%
+37
5 6
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8 9