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
176
$26K 0.01%
172
177
$26K 0.01%
301
-131
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$25K 0.01%
271
179
$24K 0.01%
63
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$24K 0.01%
142
181
$23K ﹤0.01%
672
+128
182
$23K ﹤0.01%
443
+2
183
$22K ﹤0.01%
500
-500
184
$22K ﹤0.01%
276
-101
185
$21K ﹤0.01%
182
186
$21K ﹤0.01%
197
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$21K ﹤0.01%
87
-7
188
$21K ﹤0.01%
217
-1,072
189
$21K ﹤0.01%
279
190
$20K ﹤0.01%
200
191
$20K ﹤0.01%
2,085
192
$20K ﹤0.01%
421
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193
$20K ﹤0.01%
549
194
$19K ﹤0.01%
67
195
$19K ﹤0.01%
395
196
$19K ﹤0.01%
175
197
$18K ﹤0.01%
217
198
$18K ﹤0.01%
186
199
$18K ﹤0.01%
164
200
$17K ﹤0.01%
181
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