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
501
$3K ﹤0.01%
44
502
$3K ﹤0.01%
+101
503
$3K ﹤0.01%
+27
504
$3K ﹤0.01%
+26
505
$3K ﹤0.01%
2,000
506
$3K ﹤0.01%
+32
507
$3K ﹤0.01%
108
508
$2K ﹤0.01%
+20
509
$2K ﹤0.01%
+12
510
$2K ﹤0.01%
198
511
$2K ﹤0.01%
+21
512
$2K ﹤0.01%
63
513
$2K ﹤0.01%
244
-3
514
$2K ﹤0.01%
61
515
$2K ﹤0.01%
177
516
$2K ﹤0.01%
35
517
$2K ﹤0.01%
50
518
$2K ﹤0.01%
98
519
$2K ﹤0.01%
+5
520
$2K ﹤0.01%
9
-3
521
$2K ﹤0.01%
108
522
$2K ﹤0.01%
69
523
$2K ﹤0.01%
+150
524
$2K ﹤0.01%
+34
525
$2K ﹤0.01%
+53
19 20
21
22 23