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
401
$5K ﹤0.01%
+102
402
$5K ﹤0.01%
+81
403
$5K ﹤0.01%
+82
404
$5K ﹤0.01%
316
+261
405
$4K ﹤0.01%
90
+40
406
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109
+49
407
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+45
408
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+29
409
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96
410
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50
-596
411
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69
412
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170
+122
413
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80
414
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49
415
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183
+85
416
$4K ﹤0.01%
55
417
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54
-114
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87
419
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57
420
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12
421
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27
422
$4K ﹤0.01%
+19
423
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77
-266
424
$4K ﹤0.01%
57
425
$4K ﹤0.01%
38
+23
15 16
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18 19