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
$88.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$36.5M
2
+$21.2M
3
+$9.63M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.17M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$4.51M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.74%
2 Healthcare 0.85%
3 Consumer Staples 0.4%
4 Financials 0.38%
5 Communication Services 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$27K 0.03%
+450
52
$25K 0.03%
+1,000
53
$25K 0.03%
+1,000
54
$25K 0.03%
+1,000
55
$25K 0.03%
+1,000
56
$24K 0.03%
+331
57
$24K 0.03%
+394
58
$23K 0.03%
+950
59
$23K 0.03%
+915
60
$22K 0.02%
+482
61
$22K 0.02%
+446
62
$22K 0.02%
+406
63
$21K 0.02%
+400
64
$21K 0.02%
+600
65
$19K 0.02%
+423
66
$18K 0.02%
+240
67
$18K 0.02%
+300
68
$17K 0.02%
+539
69
$17K 0.02%
+363
70
$17K 0.02%
+100
71
$17K 0.02%
+200
72
$16K 0.02%
+282
73
$16K 0.02%
+227
74
$15K 0.02%
+400
75
$15K 0.02%
+150
1 2
3
4 5