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
$643M
AUM Growth
+$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
867
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.54%
2 Financials 1.03%
3 Consumer Discretionary 0.82%
4 Communication Services 0.7%
5 Consumer Staples 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$6K ﹤0.01%
116
427
$6K ﹤0.01%
12
428
$6K ﹤0.01%
100
429
$6K ﹤0.01%
91
430
$6K ﹤0.01%
+215
431
$6K ﹤0.01%
+59
432
$6K ﹤0.01%
+180
433
$6K ﹤0.01%
+38
434
$6K ﹤0.01%
+79
435
$6K ﹤0.01%
41
436
$6K ﹤0.01%
156
437
$6K ﹤0.01%
2,000
438
$5K ﹤0.01%
87
439
$5K ﹤0.01%
+57
440
$5K ﹤0.01%
133
441
$5K ﹤0.01%
18
+10
442
$5K ﹤0.01%
64
443
$5K ﹤0.01%
66
444
$5K ﹤0.01%
207
445
$5K ﹤0.01%
+132
446
$5K ﹤0.01%
27
447
$5K ﹤0.01%
57
448
$5K ﹤0.01%
56
-166
449
$5K ﹤0.01%
26
450
$5K ﹤0.01%
88