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
$226M
AUM Growth
+$4.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$1.42M
3
+$1.24M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.19M
5
AGN
Allergan plc
AGN
+$1.05M

Top Sells

1
+$1.39M
2
+$854K
3
+$671K
4
SEA
Invesco Shipping ETF
SEA
+$187K
5
FXI icon
iShares China Large-Cap ETF
FXI
+$148K

Sector Composition

1 Technology 1.23%
2 Healthcare 1.07%
3 Consumer Staples 0.67%
4 Energy 0.52%
5 Real Estate 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$14K 0.01%
136
152
$13K 0.01%
94
153
$13K 0.01%
600
154
$13K 0.01%
+209
155
$13K 0.01%
580
-38
156
$13K 0.01%
277
157
$12K 0.01%
396
158
$12K 0.01%
304
159
$12K 0.01%
122
160
$12K 0.01%
+103
161
$12K 0.01%
150
162
$11K ﹤0.01%
+251
163
$11K ﹤0.01%
+223
164
$11K ﹤0.01%
162
-137
165
$10K ﹤0.01%
+288
166
$10K ﹤0.01%
227
167
$10K ﹤0.01%
+500
168
$10K ﹤0.01%
+73
169
$10K ﹤0.01%
+435
170
$9K ﹤0.01%
82
-77
171
$9K ﹤0.01%
+1,068
172
$9K ﹤0.01%
150
-36
173
$9K ﹤0.01%
+209
174
$8K ﹤0.01%
219
175
$8K ﹤0.01%
+356
5 6
7
8 9