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
351
$7K ﹤0.01%
+98
352
$7K ﹤0.01%
+38
353
$7K ﹤0.01%
+209
354
$7K ﹤0.01%
203
+74
355
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161
356
$7K ﹤0.01%
252
-19
357
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+94
358
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103
359
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+69
360
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130
+26
361
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+50
362
$7K ﹤0.01%
390
363
$7K ﹤0.01%
324
364
$7K ﹤0.01%
69
-2
365
$7K ﹤0.01%
+185
366
$7K ﹤0.01%
79
367
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20
-1
368
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369
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36
370
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300
371
$6K ﹤0.01%
140
+65
372
$6K ﹤0.01%
1,318
373
$6K ﹤0.01%
120
374
$6K ﹤0.01%
60
-203
375
$6K ﹤0.01%
+83
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