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

Top Buys

1
+$40.8M
2
+$6.26M
3
+$5.13M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.64M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.74M

Top Sells

1
+$19.6M
2
+$10.9M
3
+$3.52M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$660K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$508K

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
351
$1K ﹤0.01%
13
352
$1K ﹤0.01%
24
353
$1K ﹤0.01%
27
354
$1K ﹤0.01%
+85
355
$1K ﹤0.01%
+33
356
$1K ﹤0.01%
+5
357
$1K ﹤0.01%
12
+9
358
$1K ﹤0.01%
+36
359
$1K ﹤0.01%
8
-43
360
$1K ﹤0.01%
85
361
$1K ﹤0.01%
+38
362
$1K ﹤0.01%
+47
363
$1K ﹤0.01%
+8
364
$1K ﹤0.01%
+40
365
$1K ﹤0.01%
19
-30
366
$1K ﹤0.01%
+17
367
$1K ﹤0.01%
+16
368
$1K ﹤0.01%
13
-198
369
$1K ﹤0.01%
48
370
$1K ﹤0.01%
18
-315
371
$1K ﹤0.01%
+55
372
$1K ﹤0.01%
+18
373
$1K ﹤0.01%
6
-22
374
– –
-49
375
– –
-104
13 14
15
16 17