LWA
Lenox Wealth Advisors Portfolio holdings
AUM
$798M
1-Year Return
5.74%
This Quarter Return
-21.31%
1 Year Return
+5.74%
3 Year Return
+35.75%
5 Year Return
+52.74%
10 Year Return
–
AUM
$536M
AUM Growth
-$107M
(-17%)
Cap. Flow
+$20.2M
Cap. Flow
% of AUM
3.77%
Top 10 Holdings %
Top 10 Hldgs %
77.94%
Holding
1,004
New
170
Increased
120
Reduced
135
Closed
191
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$41.5M |
| 2 |
WisdomTree International High Dividend Fund
DTH
|
+$27.1M |
| 3 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
+$23.5M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$23.4M |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$5.69M |
Top Sells
Sector Composition
| 1 | Technology | 1.57% |
| 2 | Consumer Discretionary | 0.86% |
| 3 | Financials | 0.65% |
| 4 | Communication Services | 0.6% |
| 5 | Healthcare | 0.55% |
