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
$357M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Sells

1 +$11.5M
2 +$2.34M
3 +$1.4M
4
PEP icon
PepsiCo
PEP
+$455K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$288K

Sector Composition

1 Technology 0.87%
2 Consumer Staples 0.32%
3 Healthcare 0.32%
4 Communication Services 0.3%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$280K 0.08%
+811
27
$276K 0.08%
5,240
+420
28
$273K 0.08%
+3,902
29
$270K 0.08%
3,871
+3,868
30
$258K 0.07%
2,262
31
$252K 0.07%
6,600
32
$239K 0.07%
6,946
+6,084
33
$238K 0.07%
+1,691
34
$233K 0.07%
1,670
+779
35
$232K 0.06%
+16,905
36
$224K 0.06%
+8,000
37
$223K 0.06%
3,125
+3,116
38
$217K 0.06%
6,807
+6,762
39
$216K 0.06%
3,530
+3,525
40
$213K 0.06%
7,228
+1,243
41
$211K 0.06%
1,430
+154
42
$210K 0.06%
+3,256
43
$210K 0.06%
3,220
+3,216
44
$208K 0.06%
3,980
+160
45
$203K 0.06%
+7,265
46
$196K 0.05%
+4,828
47
$190K 0.05%
+2,036
48
$190K 0.05%
1,923
49
$185K 0.05%
1,734
+1,723
50
$184K 0.05%
1,282
+1,277