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
426
$3K ﹤0.01%
114
427
$3K ﹤0.01%
+128
428
$3K ﹤0.01%
+35
429
$3K ﹤0.01%
+39
430
$3K ﹤0.01%
+54
431
$3K ﹤0.01%
+17
432
$3K ﹤0.01%
+99
433
$3K ﹤0.01%
+45
434
$3K ﹤0.01%
+771
435
$3K ﹤0.01%
16
436
$3K ﹤0.01%
65
437
$3K ﹤0.01%
+122
438
$3K ﹤0.01%
+34
439
$3K ﹤0.01%
68
440
$3K ﹤0.01%
74
441
$3K ﹤0.01%
+60
442
$3K ﹤0.01%
+52
443
$3K ﹤0.01%
+23
444
$3K ﹤0.01%
+14
445
$3K ﹤0.01%
+61
446
$3K ﹤0.01%
+66
447
$3K ﹤0.01%
57
-118
448
$3K ﹤0.01%
+43
449
$3K ﹤0.01%
+280
450
$3K ﹤0.01%
+109