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
376
$6K ﹤0.01%
64
377
$6K ﹤0.01%
122
378
$6K ﹤0.01%
+168
379
$6K ﹤0.01%
+224
380
$6K ﹤0.01%
51
-16
381
$6K ﹤0.01%
+70
382
$6K ﹤0.01%
50
383
$6K ﹤0.01%
44
384
$6K ﹤0.01%
471
-1,031
385
$6K ﹤0.01%
+42
386
$6K ﹤0.01%
+60
387
$6K ﹤0.01%
214
-73
388
$6K ﹤0.01%
+558
389
$5K ﹤0.01%
138
-43
390
$5K ﹤0.01%
+90
391
$5K ﹤0.01%
49
392
$5K ﹤0.01%
43
-13
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$5K ﹤0.01%
80
-24
394
$5K ﹤0.01%
133
395
$5K ﹤0.01%
38
396
$5K ﹤0.01%
+1,614
397
$5K ﹤0.01%
+227
398
$5K ﹤0.01%
117
-37
399
$5K ﹤0.01%
50
-16
400
$5K ﹤0.01%
200
14 15
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