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LWA

Lenox Wealth Advisors Portfolio holdings

AUM $798M
1-Year Est. Return 5.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$2.84M
3
+$2.72M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.19M
5
CSG
CHAMBERS STR PPTYS COM
CSG
+$1.24M

Top Sells

1
+$2.9M
2
+$812K
3
+$117K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$106K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$91K

Sector Composition

1 Technology 1.57%
2 Healthcare 1.31%
3 Real Estate 0.92%
4 Energy 0.85%
5 Industrials 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2K ﹤0.01%
+79
327
$2K ﹤0.01%
+51
328
$2K ﹤0.01%
298
-212
329
$2K ﹤0.01%
55
330
$2K ﹤0.01%
+42
331
$2K ﹤0.01%
+32
332
$2K ﹤0.01%
+67
333
$2K ﹤0.01%
+24
334
$2K ﹤0.01%
+307
335
$2K ﹤0.01%
49
-45
336
– –
0
337
$2K ﹤0.01%
10
-88
338
$2K ﹤0.01%
+68
339
$2K ﹤0.01%
+86
340
$2K ﹤0.01%
93
-45
341
$2K ﹤0.01%
+19
342
$2K ﹤0.01%
+75
343
$1K ﹤0.01%
+48
344
$1K ﹤0.01%
+38
345
$1K ﹤0.01%
+44
346
$1K ﹤0.01%
168
347
$1K ﹤0.01%
+17
348
$1K ﹤0.01%
+32
349
$1K ﹤0.01%
+51
350
$1K ﹤0.01%
+13
12 13
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