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
$314M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$4.55M
3
+$2.16M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.97M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.61M

Top Sells

1
+$19.3M
2
+$645K
3
+$195K
4
JEF icon
Jefferies Financial Group
JEF
+$191K
5
LNC icon
Lincoln National
LNC
+$103K

Sector Composition

1 Financials 1.31%
2 Technology 0.91%
3 Healthcare 0.9%
4 Energy 0.67%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$17K 0.01%
97
+83
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$17K 0.01%
148
-22
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$16K 0.01%
253
-254
154
$16K 0.01%
600
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$16K 0.01%
400
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$16K 0.01%
451
-452
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$16K 0.01%
151
+65
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$16K 0.01%
205
159
$15K ﹤0.01%
328
160
$15K ﹤0.01%
1,135
+794
161
$15K ﹤0.01%
178
+153
162
$14K ﹤0.01%
260
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$14K ﹤0.01%
178
-256
164
$14K ﹤0.01%
165
+99
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$14K ﹤0.01%
114
-4
166
$14K ﹤0.01%
162
167
$13K ﹤0.01%
92
+37
168
$12K ﹤0.01%
+157
169
$12K ﹤0.01%
109
170
$12K ﹤0.01%
152
-201
171
$12K ﹤0.01%
104
+52
172
$11K ﹤0.01%
200
173
$11K ﹤0.01%
158
+123
174
$11K ﹤0.01%
210
175
$10K ﹤0.01%
185
-848
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