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
$536M
AUM Growth
-$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,004
New
Increased
Reduced
Closed

Top Buys

1
+$41.5M
2
+$27.1M
3
+$23.5M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$23.4M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$5.69M

Top Sells

1
+$40.5M
2
+$27M
3
+$24.5M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.9M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.79M

Sector Composition

1 Technology 1.57%
2 Consumer Discretionary 0.86%
3 Financials 0.65%
4 Communication Services 0.6%
5 Healthcare 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$20K ﹤0.01%
260
252
$20K ﹤0.01%
235
253
$20K ﹤0.01%
130
254
$20K ﹤0.01%
402
-526
255
$20K ﹤0.01%
+443
256
$20K ﹤0.01%
750
257
$19K ﹤0.01%
375
258
$19K ﹤0.01%
127
+67
259
$19K ﹤0.01%
217
260
$19K ﹤0.01%
1,335
261
$19K ﹤0.01%
+343
262
$18K ﹤0.01%
231
-3
263
$18K ﹤0.01%
475
264
$18K ﹤0.01%
172
265
$18K ﹤0.01%
152
-120
266
$18K ﹤0.01%
195
+70
267
$18K ﹤0.01%
340
268
$18K ﹤0.01%
+218
269
$18K ﹤0.01%
395
270
$18K ﹤0.01%
550
271
$17K ﹤0.01%
1,324
272
$17K ﹤0.01%
+48
273
$17K ﹤0.01%
1,056
274
$17K ﹤0.01%
700
275
$17K ﹤0.01%
202
-10,419
9 10
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