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
$88.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$36.5M
2
+$21.2M
3
+$9.63M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.17M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$4.51M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.74%
2 Healthcare 0.85%
3 Consumer Staples 0.4%
4 Financials 0.38%
5 Communication Services 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$64K 0.07%
+1,875
27
$63K 0.07%
+2,094
28
$62K 0.07%
+3,972
29
$59K 0.07%
+1,123
30
$59K 0.07%
+2,250
31
$58K 0.07%
+8,000
32
$55K 0.06%
+11,376
33
$50K 0.06%
+449
34
$47K 0.05%
+1,281
35
$45K 0.05%
+774
36
$42K 0.05%
+1,275
37
$38K 0.04%
+579
38
$38K 0.04%
+465
39
$37K 0.04%
+1,587
40
$36K 0.04%
+744
41
$36K 0.04%
+575
42
$35K 0.04%
+404
43
$35K 0.04%
+384
44
$34K 0.04%
+2,662
45
$33K 0.04%
+820
46
$32K 0.04%
+1,200
47
$32K 0.04%
+1,299
48
$30K 0.03%
+350
49
$27K 0.03%
+554
50
$27K 0.03%
+870
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