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
201
$6K ﹤0.01%
428
202
$6K ﹤0.01%
51
203
$6K ﹤0.01%
+66
204
$6K ﹤0.01%
169
-227
205
$6K ﹤0.01%
+52
206
$6K ﹤0.01%
+50
207
$6K ﹤0.01%
98
-129
208
$6K ﹤0.01%
152
-152
209
$6K ﹤0.01%
76
-30
210
$6K ﹤0.01%
65
-21
211
$6K ﹤0.01%
+50
212
$6K ﹤0.01%
94
213
$6K ﹤0.01%
75
-75
214
$6K ﹤0.01%
391
215
$5K ﹤0.01%
+14
216
$5K ﹤0.01%
386
217
$5K ﹤0.01%
+350
218
$5K ﹤0.01%
+65
219
$5K ﹤0.01%
95
220
$5K ﹤0.01%
300
-132
221
$5K ﹤0.01%
+95
222
$5K ﹤0.01%
399
223
$5K ﹤0.01%
211
224
$5K ﹤0.01%
150
225
$5K ﹤0.01%
+45
7 8
9
10 11