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
$573M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$40.8M
2
+$6.39M
3
+$5.23M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.67M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.75M

Top Sells

1
+$19.7M
2
+$11M
3
+$3.58M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$671K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$514K

Sector Composition

1 Technology 1.1%
2 Consumer Discretionary 0.68%
3 Financials 0.67%
4 Consumer Staples 0.59%
5 Healthcare 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2K ﹤0.01%
8
-40
327
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11
-45
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62
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98
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335
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+50
336
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348
-502
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32
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340
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+68
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6
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+1
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9
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350
$1K ﹤0.01%
10
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