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
$492M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
599
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.63M
3
+$1.76M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.71M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$1.65M

Top Sells

1
+$338K
2
+$283K
3
+$201K
4
CVGW icon
Calavo Growers
CVGW
+$193K
5
MCO icon
Moody's
MCO
+$130K

Sector Composition

1 Technology 1.16%
2 Consumer Discretionary 0.94%
3 Financials 0.86%
4 Healthcare 0.85%
5 Consumer Staples 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$20K ﹤0.01%
+1,512
202
$20K ﹤0.01%
444
203
$19K ﹤0.01%
544
-1,334
204
$19K ﹤0.01%
164
205
$18K ﹤0.01%
+73
206
$17K ﹤0.01%
181
-454
207
$17K ﹤0.01%
+333
208
$17K ﹤0.01%
1,000
-13
209
$17K ﹤0.01%
+114
210
$17K ﹤0.01%
414
211
$17K ﹤0.01%
352
212
$16K ﹤0.01%
+141
213
$16K ﹤0.01%
86
-96
214
$16K ﹤0.01%
200
-77
215
$16K ﹤0.01%
500
-191
216
$16K ﹤0.01%
+486
217
$16K ﹤0.01%
406
218
$16K ﹤0.01%
1,000
219
$16K ﹤0.01%
740
-452
220
$15K ﹤0.01%
125
-97
221
$15K ﹤0.01%
+1,056
222
$15K ﹤0.01%
137
-12
223
$15K ﹤0.01%
259
224
$15K ﹤0.01%
208
-216
225
$15K ﹤0.01%
303
-185
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