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
$142M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$2.94M
3
+$2.84M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.27M
5
CSG
CHAMBERS STR PPTYS COM
CSG
+$1.11M

Top Sells

1
+$2.8M
2
+$841K
3
+$116K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$110K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$91K

Sector Composition

1 Technology 1.57%
2 Healthcare 1.31%
3 Real Estate 0.92%
4 Energy 0.85%
5 Industrials 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
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