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
$536M
AUM Growth
-$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,004
New
Increased
Reduced
Closed

Top Buys

1
+$41.5M
2
+$27.1M
3
+$23.5M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$23.4M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$5.69M

Top Sells

1
+$40.5M
2
+$27M
3
+$24.5M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.9M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.79M

Sector Composition

1 Technology 1.57%
2 Consumer Discretionary 0.86%
3 Financials 0.65%
4 Communication Services 0.6%
5 Healthcare 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3K ﹤0.01%
33
477
$3K ﹤0.01%
114
478
$3K ﹤0.01%
130
479
$3K ﹤0.01%
+19
480
$3K ﹤0.01%
+925
481
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482
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483
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484
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485
$3K ﹤0.01%
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486
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+71
487
$3K ﹤0.01%
63
488
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+32
489
$3K ﹤0.01%
180
490
$3K ﹤0.01%
23
491
$3K ﹤0.01%
+400
492
$3K ﹤0.01%
30
493
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+66
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84
496
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90
497
$3K ﹤0.01%
102
498
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+103
499
$3K ﹤0.01%
132
+87
500
$3K ﹤0.01%
+39
18 19
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