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
$533M
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.04%
2 Consumer Discretionary 0.74%
3 Financials 0.72%
4 Healthcare 0.56%
5 Consumer Staples 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$3K ﹤0.01%
35
402
$3K ﹤0.01%
50
403
$3K ﹤0.01%
+37
404
$3K ﹤0.01%
22
405
$3K ﹤0.01%
+22
406
$3K ﹤0.01%
+73
407
$3K ﹤0.01%
+83
408
$3K ﹤0.01%
+17
409
$3K ﹤0.01%
+35
410
$3K ﹤0.01%
85
411
$3K ﹤0.01%
+37
412
$3K ﹤0.01%
+70
413
$3K ﹤0.01%
+68
414
$3K ﹤0.01%
+36
415
$3K ﹤0.01%
+62
416
$3K ﹤0.01%
98
417
$3K ﹤0.01%
+225
418
$3K ﹤0.01%
+22
419
$3K ﹤0.01%
21
420
$3K ﹤0.01%
+19
421
$3K ﹤0.01%
+36
422
$3K ﹤0.01%
+278
423
$3K ﹤0.01%
+388
424
$3K ﹤0.01%
+27
425
$3K ﹤0.01%
+26