LWA

Lenox Wealth Advisors Portfolio holdings

AUM $798M
1-Year Est. Return 5.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$226M
AUM Growth
+$4.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1 +$5.76M
2 +$1.42M
3 +$1.24M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.24M
5
AGN
Allergan plc
AGN
+$970K

Top Sells

1 +$1.39M
2 +$873K
3 +$707K
4
SEA
Invesco Shipping ETF
SEA
+$202K
5
FXI icon
iShares China Large-Cap ETF
FXI
+$148K

Sector Composition

1 Technology 1.23%
2 Healthcare 1.07%
3 Consumer Staples 0.67%
4 Energy 0.52%
5 Real Estate 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$8K ﹤0.01%
49
177
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329
178
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250
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+957
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$7K ﹤0.01%
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$6K ﹤0.01%
+74