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
$357M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$4.05M
3
+$2.18M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$858K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$844K

Top Sells

1
+$11.5M
2
+$2.34M
3
+$1.4M
4
PEP icon
PepsiCo
PEP
+$455K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$288K

Sector Composition

1 Technology 0.87%
2 Consumer Staples 0.32%
3 Healthcare 0.32%
4 Communication Services 0.3%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
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