LWA
Lenox Wealth Advisors Portfolio holdings
AUM
$798M
This Quarter Return
+0.69%
1 Year Return
+5.74%
3 Year Return
+35.75%
5 Year Return
+52.74%
10 Year Return
–
AUM
$88.8M
AUM Growth
–
Cap. Flow
+$88.8M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
93.47%
Holding
234
New
234
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$36.5M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$21.2M |
| 3 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$9.63M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$7.17M |
| 5 |
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% |
