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
$240M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$16.3M
3
+$16.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.1M
5
VT icon
Vanguard Total World Stock ETF
VT
+$630K

Top Sells

1
+$26.9M
2
+$17M
3
+$6.28M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$2.35M
5
CSG
CHAMBERS STR PPTYS COM
CSG
+$657K

Sector Composition

1 Technology 1.28%
2 Healthcare 1.07%
3 Consumer Staples 0.68%
4 Financials 0.46%
5 Industrials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$8K ﹤0.01%
92
+40
177
$8K ﹤0.01%
97
-76,197
178
$8K ﹤0.01%
64
-64
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+200
180
$7K ﹤0.01%
751
181
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123
182
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+258
183
$7K ﹤0.01%
+70
184
$7K ﹤0.01%
74
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185
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+55
186
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70
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187
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1,203
188
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118
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+160
190
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726
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957
192
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146
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434
195
$6K ﹤0.01%
49
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196
$6K ﹤0.01%
218
197
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+135
198
$6K ﹤0.01%
74
199
$6K ﹤0.01%
114
200
$6K ﹤0.01%
100
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