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
$453M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$5.08M
3
+$4.21M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.86M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$2.79M

Top Sells

1
+$2.37M
2
+$628K
3
+$536K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$528K
5
AMLP icon
Alerian MLP ETF
AMLP
+$412K

Sector Composition

1 Technology 0.97%
2 Financials 0.77%
3 Healthcare 0.7%
4 Consumer Discretionary 0.67%
5 Consumer Staples 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$8K ﹤0.01%
61
-20
352
$8K ﹤0.01%
88
-27
353
$8K ﹤0.01%
286
-90
354
$8K ﹤0.01%
156
355
$8K ﹤0.01%
465
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356
$8K ﹤0.01%
94
-36
357
$8K ﹤0.01%
139
-1,278
358
$8K ﹤0.01%
175
359
$8K ﹤0.01%
79
360
$8K ﹤0.01%
116
361
$8K ﹤0.01%
+611
362
$7K ﹤0.01%
200
-300
363
$7K ﹤0.01%
204
-65
364
$7K ﹤0.01%
95
-30
365
$7K ﹤0.01%
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366
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94
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137
368
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369
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102
370
$7K ﹤0.01%
150
371
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107
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372
$7K ﹤0.01%
1,000
373
$7K ﹤0.01%
+84
374
$7K ﹤0.01%
102
-39
375
$6K ﹤0.01%
+28
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