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
326
$10K ﹤0.01%
133
-3
327
$10K ﹤0.01%
+73
328
$10K ﹤0.01%
71
329
$10K ﹤0.01%
465
-1,831
330
$10K ﹤0.01%
191
+125
331
$9K ﹤0.01%
252
+82
332
$9K ﹤0.01%
+94
333
$9K ﹤0.01%
725
334
$9K ﹤0.01%
769
+364
335
$9K ﹤0.01%
+48
336
$9K ﹤0.01%
+298
337
$9K ﹤0.01%
465
338
$9K ﹤0.01%
510
339
$9K ﹤0.01%
292
+97
340
$8K ﹤0.01%
107
341
$8K ﹤0.01%
122
-3
342
$8K ﹤0.01%
250
343
$8K ﹤0.01%
+1,281
344
$8K ﹤0.01%
55
345
$8K ﹤0.01%
259
346
$8K ﹤0.01%
112
+62
347
$8K ﹤0.01%
778
348
$8K ﹤0.01%
1,008
349
$8K ﹤0.01%
+79
350
$7K ﹤0.01%
+138
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