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
201
$32K 0.01%
636
+539
202
$32K 0.01%
+233
203
$32K 0.01%
+836
204
$32K 0.01%
1,132
205
$32K 0.01%
296
+236
206
$32K 0.01%
+1,551
207
$32K 0.01%
177
+63
208
$32K 0.01%
+1,142
209
$31K 0.01%
192
-3
210
$31K 0.01%
+2,401
211
$31K 0.01%
+1,601
212
$31K 0.01%
172
213
$30K 0.01%
+331
214
$30K 0.01%
120
+33
215
$30K 0.01%
556
+5
216
$30K 0.01%
+1,813
217
$29K ﹤0.01%
190
218
$29K ﹤0.01%
420
+350
219
$28K ﹤0.01%
+578
220
$28K ﹤0.01%
+652
221
$28K ﹤0.01%
1,050
222
$28K ﹤0.01%
201
+67
223
$28K ﹤0.01%
486
+346
224
$28K ﹤0.01%
506
-228
225
$28K ﹤0.01%
+1,335
7 8
9
10 11