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
$334M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1 +$5.6M
2 +$4.1M
3 +$3.72M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.63M
5
PBP icon
Invesco S&P 500 BuyWrite ETF
PBP
+$2.57M

Sector Composition

1 Consumer Discretionary 1.21%
2 Financials 1.17%
3 Technology 0.81%
4 Healthcare 0.7%
5 Energy 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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