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
$453M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$5.08M
3
+$4.21M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.86M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$2.79M

Top Sells

1
+$2.37M
2
+$628K
3
+$536K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$528K
5
AMLP icon
Alerian MLP ETF
AMLP
+$412K

Sector Composition

1 Technology 0.97%
2 Financials 0.77%
3 Healthcare 0.7%
4 Consumer Discretionary 0.67%
5 Consumer Staples 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$18K ﹤0.01%
177
+129
252
$17K ﹤0.01%
+117
253
$17K ﹤0.01%
148
-46
254
$17K ﹤0.01%
1,013
+13
255
$17K ﹤0.01%
352
-39
256
$17K ﹤0.01%
315
-178
257
$17K ﹤0.01%
1,000
258
$16K ﹤0.01%
121
-38
259
$16K ﹤0.01%
170
+143
260
$16K ﹤0.01%
120
+98
261
$16K ﹤0.01%
149
+6
262
$16K ﹤0.01%
550
-1,198
263
$16K ﹤0.01%
121
+95
264
$16K ﹤0.01%
213
-68
265
$16K ﹤0.01%
2,664
-1,190
266
$15K ﹤0.01%
110
+89
267
$14K ﹤0.01%
291
-91
268
$14K ﹤0.01%
259
269
$14K ﹤0.01%
86
+70
270
$14K ﹤0.01%
302
-334
271
$14K ﹤0.01%
571
-1,242
272
$14K ﹤0.01%
103
+84
273
$14K ﹤0.01%
299
+279
274
$14K ﹤0.01%
161
-50
275
$13K ﹤0.01%
584
-400
9 10
11
12 13