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
$600M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$6.94M
2
+$4.27M
3
+$3.78M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.87M
5
IQDF icon
FlexShares International Quality Dividend Index Fund
IQDF
+$1.54M

Top Sells

1
+$1.36M
2
+$1.36M
3
+$1.33M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.06M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$771K

Sector Composition

1 Technology 1.29%
2 Financials 0.94%
3 Consumer Discretionary 0.79%
4 Consumer Staples 0.61%
5 Communication Services 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$54K 0.01%
1,231
152
$54K 0.01%
3,000
153
$52K 0.01%
1,000
+540
154
$52K 0.01%
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155
$51K 0.01%
685
156
$49K 0.01%
581
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157
$49K 0.01%
177
158
$48K 0.01%
246
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159
$48K 0.01%
473
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160
$48K 0.01%
1,063
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161
$46K 0.01%
777
162
$46K 0.01%
+1,765
163
$45K 0.01%
+1,791
164
$45K 0.01%
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165
$45K 0.01%
306
166
$44K 0.01%
985
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167
$43K 0.01%
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168
$43K 0.01%
175
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169
$43K 0.01%
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170
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320
171
$41K 0.01%
244
172
$39K 0.01%
700
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173
$39K 0.01%
135
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174
$39K 0.01%
+638
175
$39K 0.01%
+1,640
5 6
7
8 9