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
176
$39K 0.01%
1,392
-2,407
177
$39K 0.01%
+1,445
178
$38K 0.01%
+2,024
179
$38K 0.01%
497
180
$37K 0.01%
383
181
$37K 0.01%
+375
182
$36K 0.01%
+2,500
183
$36K 0.01%
1,951
184
$35K 0.01%
176
185
$35K 0.01%
+598
186
$35K 0.01%
+1,851
187
$35K 0.01%
453
188
$35K 0.01%
+321
189
$35K 0.01%
280
-21
190
$34K 0.01%
271
191
$34K 0.01%
745
+201
192
$34K 0.01%
879
193
$34K 0.01%
801
194
$34K 0.01%
+2,613
195
$33K 0.01%
280
-1,121
196
$33K 0.01%
588
+145
197
$33K 0.01%
274
+2
198
$33K 0.01%
+599
199
$33K 0.01%
+1,638
200
$33K 0.01%
+1,312
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8
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