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
$142M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$2.94M
3
+$2.84M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.27M
5
CSG
CHAMBERS STR PPTYS COM
CSG
+$1.11M

Top Sells

1
+$2.8M
2
+$841K
3
+$116K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$110K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$91K

Sector Composition

1 Technology 1.57%
2 Healthcare 1.31%
3 Real Estate 0.92%
4 Energy 0.85%
5 Industrials 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$174K 0.12%
+8,520
27
$165K 0.12%
4,291
+4,027
28
$151K 0.11%
+1,690
29
$145K 0.1%
+3,876
30
$135K 0.09%
+2,610
31
$132K 0.09%
3,462
+3,012
32
$128K 0.09%
+4,002
33
$125K 0.09%
928
+571
34
$121K 0.08%
3,233
+940
35
$118K 0.08%
2,899
+416
36
$110K 0.08%
1,088
+360
37
$109K 0.08%
+2,276
38
$102K 0.07%
8,000
39
$99K 0.07%
+1,960
40
$98K 0.07%
895
-416
41
$95K 0.07%
694
+60
42
$88K 0.06%
361
-3,451
43
$87K 0.06%
+2,582
44
$86K 0.06%
+2,335
45
$83K 0.06%
3,709
+3,459
46
$82K 0.06%
1,406
+668
47
$81K 0.06%
+3,257
48
$78K 0.05%
843
49
$75K 0.05%
1,826
+1,006
50
$74K 0.05%
+2,246
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