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
376
$6K ﹤0.01%
140
377
$6K ﹤0.01%
19
+18
378
$6K ﹤0.01%
34
+8
379
$6K ﹤0.01%
140
380
$6K ﹤0.01%
284
381
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+146
382
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67
-262
383
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+124
384
$6K ﹤0.01%
41
385
$6K ﹤0.01%
848
386
$5K ﹤0.01%
+78
387
$5K ﹤0.01%
+177
388
$5K ﹤0.01%
76
+62
389
$5K ﹤0.01%
38
390
$5K ﹤0.01%
+66
391
$5K ﹤0.01%
+57
392
$5K ﹤0.01%
203
-219
393
$5K ﹤0.01%
+85
394
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47
395
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+38
396
$5K ﹤0.01%
+74
397
$5K ﹤0.01%
500
-2
398
$5K ﹤0.01%
+508
399
$5K ﹤0.01%
50
400
$5K ﹤0.01%
+57
14 15
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