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
$222M
AUM Growth
+$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$27.8M
3
+$4.56M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.64M
5
SEA
Invesco Shipping ETF
SEA
+$1.78M

Top Sells

1
+$49.4M
2
+$1.22M
3
+$145K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$131K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$75K

Sector Composition

1 Technology 1.21%
2 Consumer Staples 0.72%
3 Healthcare 0.61%
4 Industrials 0.48%
5 Energy 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$155K 0.07%
4,002
27
$148K 0.07%
3,871
28
$136K 0.06%
1,074
+343
29
$134K 0.06%
1,867
30
$130K 0.06%
3,203
+353
31
$129K 0.06%
8,000
32
$114K 0.05%
1,044
+813
33
$112K 0.05%
2,012
+693
34
$107K 0.05%
2,444
+250
35
$105K 0.05%
812
+400
36
$101K 0.05%
2,521
+11
37
$97K 0.04%
2,582
38
$96K 0.04%
911
+60
39
$96K 0.04%
722
+52
40
$93K 0.04%
361
41
$92K 0.04%
724
+90
42
$89K 0.04%
1,672
+13
43
$89K 0.04%
1,031
+230
44
$88K 0.04%
898
-77
45
$83K 0.04%
11,376
46
$80K 0.04%
3,196
+148
47
$80K 0.04%
3,216
+1,020
48
$80K 0.04%
2,489
+239
49
$76K 0.03%
1,611
50
$71K 0.03%
1,886
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