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
$107M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$9.26M
2
+$2.1M
3
+$2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.86M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$119K

Top Sells

1
+$446K
2
+$381K
3
+$104K
4
AAPL icon
Apple
AAPL
+$84.4K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$68.9K

Sector Composition

1 Technology 1.49%
2 Healthcare 0.63%
3 Consumer Discretionary 0.35%
4 Communication Services 0.29%
5 Industrials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4K ﹤0.01%
+300
177
$4K ﹤0.01%
+150
178
$4K ﹤0.01%
196
-290
179
$4K ﹤0.01%
432
180
$4K ﹤0.01%
196
-192
181
$4K ﹤0.01%
+132
182
$4K ﹤0.01%
100
+97
183
$4K ﹤0.01%
93
184
$4K ﹤0.01%
+251
185
$4K ﹤0.01%
+156
186
$4K ﹤0.01%
+510
187
$4K ﹤0.01%
64
+1
188
$4K ﹤0.01%
+94
189
$3K ﹤0.01%
40
-200
190
$3K ﹤0.01%
+200
191
$3K ﹤0.01%
+59
192
$3K ﹤0.01%
+66
193
$3K ﹤0.01%
+42
194
$3K ﹤0.01%
+58
195
$3K ﹤0.01%
+87
196
$3K ﹤0.01%
+250
197
$3K ﹤0.01%
+75
198
$3K ﹤0.01%
+35
199
$3K ﹤0.01%
+153
200
$3K ﹤0.01%
+91
6 7
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