LWA
Lenox Wealth Advisors Portfolio holdings
AUM
$798M
This Quarter Return
+10.7%
1 Year Return
+5.74%
3 Year Return
+35.75%
5 Year Return
+52.74%
10 Year Return
–
AUM
$533M
AUM Growth
+$533M
(+13%)
Cap. Flow
+$12.5M
Cap. Flow
% of AUM
2.35%
Top 10 Holdings %
Top 10 Hldgs %
85.85%
Holding
650
New
266
Increased
97
Reduced
56
Closed
30
Top Buys
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$958K |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$847K |
| 3 |
Terex
TEX
|
$512K |
| 4 |
JPMorgan Diversified Return International Equity ETF
JPIN
|
$334K |
| 5 |
Consolidated Edison
ED
|
$219K |
Sector Composition
| 1 | Technology | 1.04% |
| 2 | Consumer Discretionary | 0.74% |
| 3 | Financials | 0.72% |
| 4 | Healthcare | 0.56% |
| 5 | Consumer Staples | 0.56% |
