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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
$357M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$4M
3
+$2.12M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$834K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$830K

Top Sells

1
+$11.5M
2
+$2.29M
3
+$1.43M
4
PEP icon
PepsiCo
PEP
+$433K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$288K

Sector Composition

1 Technology 0.87%
2 Consumer Staples 0.32%
3 Healthcare 0.32%
4 Communication Services 0.3%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6K ﹤0.01%
+29
202
$6K ﹤0.01%
44
203
$6K ﹤0.01%
+98
204
$6K ﹤0.01%
+37
205
$6K ﹤0.01%
+115
206
$6K ﹤0.01%
+44
207
$6K ﹤0.01%
+41
208
$6K ﹤0.01%
+1,500
209
$6K ﹤0.01%
+24
210
$5K ﹤0.01%
+46
211
$5K ﹤0.01%
98
+97
212
$5K ﹤0.01%
+31
213
$5K ﹤0.01%
+38
214
$5K ﹤0.01%
+98
215
$5K ﹤0.01%
+36
216
$5K ﹤0.01%
150
217
$5K ﹤0.01%
100
+93
218
$5K ﹤0.01%
+65
219
$5K ﹤0.01%
163
+27
220
$5K ﹤0.01%
+26
221
$5K ﹤0.01%
+19
222
$5K ﹤0.01%
+156
223
$5K ﹤0.01%
+50
224
$5K ﹤0.01%
16
+13
225
$5K ﹤0.01%
+17
7 8
9
10 11