LWA
Lenox Wealth Advisors Portfolio holdings
AUM
$798M
1-Year Return
5.74%
This Quarter Return
+6.1%
1 Year Return
+5.74%
3 Year Return
+35.75%
5 Year Return
+52.74%
10 Year Return
–
AUM
$643M
AUM Growth
+$42.7M
(+7.1%)
Cap. Flow
+$6.56M
Cap. Flow
% of AUM
1.02%
Top 10 Holdings %
Top 10 Hldgs %
80.61%
Holding
867
New
223
Increased
181
Reduced
50
Closed
34
Top Buys
| 1 |
WTPI
WisdomTree Equity Premium Income Fund
WTPI
|
$3.99M |
| 2 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
$2.95M |
| 3 |
LM
Legg Mason, Inc.
LM
|
$874K |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$860K |
| 5 |
Meta Platforms (Facebook)
META
|
$487K |
Top Sells
Sector Composition
| 1 | Technology | 1.54% |
| 2 | Financials | 1.03% |
| 3 | Consumer Discretionary | 0.82% |
| 4 | Communication Services | 0.7% |
| 5 | Consumer Staples | 0.58% |
