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
$533M
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.04%
2 Consumer Discretionary 0.74%
3 Financials 0.72%
4 Healthcare 0.56%
5 Consumer Staples 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$9K ﹤0.01%
107
252
$9K ﹤0.01%
210
253
$9K ﹤0.01%
122
254
$9K ﹤0.01%
+229
255
$9K ﹤0.01%
140
256
$9K ﹤0.01%
+153
257
$9K ﹤0.01%
+210
258
$9K ﹤0.01%
49
259
$9K ﹤0.01%
302
260
$9K ﹤0.01%
78
+51
261
$9K ﹤0.01%
+232
262
$9K ﹤0.01%
+181
263
$9K ﹤0.01%
28
+12
264
$9K ﹤0.01%
263
265
$8K ﹤0.01%
+172
266
$8K ﹤0.01%
191
+111
267
$8K ﹤0.01%
+343
268
$8K ﹤0.01%
+190
269
$8K ﹤0.01%
+32
270
$8K ﹤0.01%
156
271
$8K ﹤0.01%
+267
272
$8K ﹤0.01%
102
273
$8K ﹤0.01%
69
274
$8K ﹤0.01%
+39
275
$8K ﹤0.01%
79