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
$453M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$5.08M
3
+$4.21M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.86M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$2.79M

Top Sells

1
+$2.37M
2
+$628K
3
+$536K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$528K
5
AMLP icon
Alerian MLP ETF
AMLP
+$412K

Sector Composition

1 Technology 0.97%
2 Financials 0.77%
3 Healthcare 0.7%
4 Consumer Discretionary 0.67%
5 Consumer Staples 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$537K 0.12%
+3,150
27
$523K 0.12%
10,698
+64
28
$503K 0.11%
3,355
-712
29
$464K 0.1%
1,860
+525
30
$429K 0.09%
7,600
-1,200
31
$426K 0.09%
4,006
-266
32
$419K 0.09%
7,250
33
$368K 0.08%
1,896
-942
34
$363K 0.08%
8,433
-125
35
$363K 0.08%
3,912
36
$352K 0.08%
5,214
-3,793
37
$345K 0.08%
1,850
-285
38
$344K 0.08%
6,160
+460
39
$338K 0.07%
+12,119
40
$333K 0.07%
3,052
-879
41
$299K 0.07%
2,714
+452
42
$296K 0.07%
1,517
+172
43
$280K 0.06%
1,708
+1,292
44
$275K 0.06%
7,982
-3,168
45
$268K 0.06%
6,600
46
$266K 0.06%
4,238
-915
47
$251K 0.06%
6,898
48
$245K 0.05%
3,220
49
$226K 0.05%
1,864
-983
50
$223K 0.05%
16,905
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