LWA
Lenox Wealth Advisors Portfolio holdings
AUM
$798M
1-Year Return
5.74%
This Quarter Return
+5.49%
1 Year Return
+5.74%
3 Year Return
+35.75%
5 Year Return
+52.74%
10 Year Return
–
AUM
$107M
AUM Growth
+$18.4M
(+21%)
Cap. Flow
+$14M
Cap. Flow
% of AUM
13.04%
Top 10 Holdings %
Top 10 Hldgs %
94.77%
Holding
321
New
87
Increased
29
Reduced
50
Closed
65
Top Buys
| 1 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$9.26M |
| 2 |
iShares MSCI ACWI ETF
ACWI
|
$2.1M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$1.86M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$119K |
Top Sells
Sector Composition
| 1 | Technology | 1.49% |
| 2 | Healthcare | 0.63% |
| 3 | Consumer Discretionary | 0.35% |
| 4 | Communication Services | 0.29% |
| 5 | Industrials | 0.27% |