LWA
Lenox Wealth Advisors Portfolio holdings
AUM
$798M
1-Year Return
5.74%
This Quarter Return
+7.73%
1 Year Return
+5.74%
3 Year Return
+35.75%
5 Year Return
+52.74%
10 Year Return
–
AUM
$142M
AUM Growth
+$35.3M
(+33%)
Cap. Flow
+$27.1M
Cap. Flow
% of AUM
19%
Top 10 Holdings %
Top 10 Hldgs %
91.11%
Holding
437
New
180
Increased
88
Reduced
42
Closed
59
Top Buys
| 1 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
+$15.6M |
| 2 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
+$2.94M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.84M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.27M |
| 5 |
CSG
CHAMBERS STR PPTYS COM
CSG
|
+$1.11M |
Top Sells
Sector Composition
| 1 | Technology | 1.57% |
| 2 | Healthcare | 1.31% |
| 3 | Real Estate | 0.92% |
| 4 | Energy | 0.85% |
| 5 | Industrials | 0.71% |
