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
$142M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$2.94M
3
+$2.84M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.27M
5
CSG
CHAMBERS STR PPTYS COM
CSG
+$1.11M

Top Sells

1
+$2.8M
2
+$841K
3
+$116K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$110K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$91K

Sector Composition

1 Technology 1.57%
2 Healthcare 1.31%
3 Real Estate 0.92%
4 Energy 0.85%
5 Industrials 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$73K 0.05%
2,118
+16
52
$73K 0.05%
5,688
53
$73K 0.05%
1,611
54
$68K 0.05%
+1,300
55
$66K 0.05%
+1,886
56
$65K 0.05%
+924
57
$65K 0.05%
713
+85
58
$65K 0.05%
2,250
59
$62K 0.04%
810
+595
60
$58K 0.04%
700
+455
61
$56K 0.04%
+1,055
62
$51K 0.04%
1,000
63
$48K 0.03%
683
+456
64
$48K 0.03%
+1,272
65
$47K 0.03%
1,281
66
$46K 0.03%
+500
67
$43K 0.03%
774
68
$41K 0.03%
579
69
$41K 0.03%
349
-65
70
$41K 0.03%
1,920
+1,724
71
$41K 0.03%
+1,343
72
$40K 0.03%
+505
73
$38K 0.03%
505
+105
74
$38K 0.03%
524
+394
75
$35K 0.02%
280
+230
1 2
3
4 5