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
301
$12K ﹤0.01%
218
302
$12K ﹤0.01%
438
303
$12K ﹤0.01%
+366
304
$12K ﹤0.01%
1,000
305
$12K ﹤0.01%
33
306
$12K ﹤0.01%
1,000
307
$12K ﹤0.01%
365
308
$11K ﹤0.01%
522
-30
309
$11K ﹤0.01%
105
310
$11K ﹤0.01%
110
-7
311
$11K ﹤0.01%
99
+34
312
$11K ﹤0.01%
1,043
-950
313
$11K ﹤0.01%
751
314
$11K ﹤0.01%
+195
315
$11K ﹤0.01%
+166
316
$11K ﹤0.01%
207
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317
$11K ﹤0.01%
120
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318
$10K ﹤0.01%
+444
319
$10K ﹤0.01%
129
-2
320
$10K ﹤0.01%
67
-5
321
$10K ﹤0.01%
3,774
322
$10K ﹤0.01%
132
323
$10K ﹤0.01%
977
-41
324
$10K ﹤0.01%
116
+99
325
$10K ﹤0.01%
156
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