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
$324M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.28M
3
+$1.26M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$992K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$788K

Top Sells

1
+$819K
2
+$110K
3
+$94K
4
HON icon
Honeywell
HON
+$84.3K
5
DD
Du Pont De Nemours E I
DD
+$81K

Sector Composition

1 Financials 0.49%
2 Technology 0.32%
3 Consumer Staples 0.27%
4 Consumer Discretionary 0.19%
5 Communication Services 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$237K 0.07%
6,600
27
$235K 0.07%
4,820
+20
28
$183K 0.06%
3,820
+20
29
$180K 0.06%
+1,923
30
$180K 0.06%
1,276
+180
31
$166K 0.05%
1,690
32
$153K 0.05%
1,095
33
$152K 0.05%
5,985
+44
34
$141K 0.04%
3,000
35
$140K 0.04%
2,836
36
$136K 0.04%
2,930
37
$135K 0.04%
2,103
38
$116K 0.04%
891
+15
39
$103K 0.03%
1,253
+25
40
$96K 0.03%
1,850
+17
41
$91K 0.03%
614
+1
42
$90K 0.03%
2,186
43
$86K 0.03%
276
+1
44
$78K 0.02%
1,002
-147
45
$73K 0.02%
566
46
$69K 0.02%
2,790
47
$68K 0.02%
+1,570
48
$63K 0.02%
1,368
-306
49
$63K 0.02%
854
50
$61K 0.02%
1,354
+10
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2
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