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
251
$12K ﹤0.01%
38
-21
252
$12K ﹤0.01%
133
-75
253
$12K ﹤0.01%
640
-167
254
$11K ﹤0.01%
103
+41
255
$11K ﹤0.01%
725
256
$11K ﹤0.01%
+375
257
$11K ﹤0.01%
465
258
$11K ﹤0.01%
1,008
259
$10K ﹤0.01%
107
260
$10K ﹤0.01%
60
261
$10K ﹤0.01%
49
262
$9K ﹤0.01%
302
-1,291
263
$9K ﹤0.01%
122
264
$9K ﹤0.01%
102
265
$9K ﹤0.01%
69
266
$9K ﹤0.01%
263
267
$8K ﹤0.01%
+214
268
$8K ﹤0.01%
120
269
$8K ﹤0.01%
140
270
$8K ﹤0.01%
156
271
$8K ﹤0.01%
94
272
$8K ﹤0.01%
302
273
$8K ﹤0.01%
79
274
$7K ﹤0.01%
137
275
$7K ﹤0.01%
117
-64
9 10
11
12 13