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LWA
Lenox Wealth Advisors Portfolio holdings
AUM
$798M
1-Year Est. Return
5.74%
This Fund
S&P 500
1 Year Est. Return
+5.74%
AUM
$777M
AUM Growth
-$3.54M
(-0.45%)
Holding
819
Top Buys
| 1 | +$1.97M | |
| 2 | +$1.89M | |
| 3 | +$1.85M | |
| 4 |
FlexShares International Quality Dividend Index Fund
IQDF
|
+$1.75M |
| 5 |
WisdomTree International High Dividend Fund
DTH
|
+$1.01M |
Top Sells
| 1 | +$1.25M | |
| 2 | +$854K | |
| 3 | +$733K | |
| 4 |
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
+$615K |
| 5 |
Vanguard Total World Stock ETF
VT
|
+$562K |
Sector Composition
| 1 | Technology | 1.86% |
| 2 | Consumer Discretionary | 1.06% |
| 3 | Communication Services | 0.88% |
| 4 | Financials | 0.8% |
| 5 | Healthcare | 0.63% |