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
$471M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$53M
2
+$33.8M
3
+$25.4M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$13.4M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.04M

Top Sells

1
+$44M
2
+$36.3M
3
+$5.81M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$423K
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$375K

Sector Composition

1 Technology 0.95%
2 Consumer Discretionary 0.73%
3 Healthcare 0.72%
4 Financials 0.7%
5 Consumer Staples 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$33K 0.01%
626
152
$33K 0.01%
500
-626
153
$33K 0.01%
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$33K 0.01%
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155
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488
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159
$32K 0.01%
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$31K 0.01%
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$31K 0.01%
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162
$30K 0.01%
7,539
163
$29K 0.01%
373
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164
$29K 0.01%
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165
$29K 0.01%
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166
$29K 0.01%
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$28K 0.01%
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168
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551
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$26K 0.01%
315
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175
$26K 0.01%
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