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
$573M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$40.8M
2
+$6.39M
3
+$5.23M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.67M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.75M

Top Sells

1
+$19.7M
2
+$11M
3
+$3.58M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$671K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$514K

Sector Composition

1 Technology 1.1%
2 Consumer Discretionary 0.68%
3 Financials 0.67%
4 Consumer Staples 0.59%
5 Healthcare 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$17K ﹤0.01%
1,056
227
$17K ﹤0.01%
114
-36
228
$16K ﹤0.01%
70
-23
229
$16K ﹤0.01%
1,000
-204
230
$15K ﹤0.01%
751
231
$15K ﹤0.01%
30
-18
232
$15K ﹤0.01%
110
-51
233
$15K ﹤0.01%
+438
234
$15K ﹤0.01%
259
235
$14K ﹤0.01%
584
-216
236
$14K ﹤0.01%
+30
237
$14K ﹤0.01%
218
238
$14K ﹤0.01%
107
-57
239
$13K ﹤0.01%
+700
240
$13K ﹤0.01%
141
-46
241
$13K ﹤0.01%
500
242
$13K ﹤0.01%
228
-124
243
$13K ﹤0.01%
287
-157
244
$13K ﹤0.01%
60
245
$13K ﹤0.01%
1,272
246
$12K ﹤0.01%
105
-23
247
$12K ﹤0.01%
132
-71
248
$12K ﹤0.01%
+407
249
$12K ﹤0.01%
90
-42
250
$12K ﹤0.01%
460
8 9
10
11 12