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
$492M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
599
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.63M
3
+$1.76M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.71M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$1.65M

Top Sells

1
+$338K
2
+$283K
3
+$201K
4
CVGW icon
Calavo Growers
CVGW
+$193K
5
MCO icon
Moody's
MCO
+$130K

Sector Composition

1 Technology 1.16%
2 Consumer Discretionary 0.94%
3 Financials 0.86%
4 Healthcare 0.85%
5 Consumer Staples 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$41K 0.01%
734
+432
152
$40K 0.01%
420
-155
153
$40K 0.01%
255
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154
$40K 0.01%
1,082
-232
155
$40K 0.01%
432
-1,250
156
$39K 0.01%
923
-853
157
$39K 0.01%
+183
158
$38K 0.01%
1,540
-970
159
$38K 0.01%
653
160
$37K 0.01%
320
161
$35K 0.01%
1,951
-1,262
162
$35K 0.01%
426
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163
$34K 0.01%
+497
164
$34K 0.01%
278
165
$33K 0.01%
161
166
$33K 0.01%
277
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167
$33K 0.01%
93
168
$33K 0.01%
406
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169
$32K 0.01%
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170
$32K 0.01%
186
171
$32K 0.01%
102
172
$32K 0.01%
2,557
-901
173
$31K 0.01%
212
174
$31K 0.01%
172
175
$30K 0.01%
1,256
+672
5 6
7
8 9