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
$222M
AUM Growth
+$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$27.8M
3
+$4.56M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.64M
5
SEA
Invesco Shipping ETF
SEA
+$1.78M

Top Sells

1
+$49.4M
2
+$1.22M
3
+$145K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$131K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$75K

Sector Composition

1 Technology 1.21%
2 Consumer Staples 0.72%
3 Healthcare 0.61%
4 Industrials 0.48%
5 Energy 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$69K 0.03%
768
52
$66K 0.03%
561
+27
53
$61K 0.03%
1,996
+821
54
$60K 0.03%
320
+58
55
$59K 0.03%
850
56
$59K 0.03%
1,716
+450
57
$50K 0.02%
1,009
+183
58
$50K 0.02%
734
59
$50K 0.02%
721
+175
60
$50K 0.02%
1,029
+261
61
$49K 0.02%
835
62
$48K 0.02%
683
63
$48K 0.02%
559
+55
64
$48K 0.02%
910
65
$47K 0.02%
779
+35
66
$46K 0.02%
208
67
$44K 0.02%
579
68
$44K 0.02%
546
+130
69
$43K 0.02%
1,590
+340
70
$42K 0.02%
750
71
$41K 0.02%
655
72
$40K 0.02%
514
+316
73
$40K 0.02%
459
+59
74
$40K 0.02%
500
75
$38K 0.02%
390
+141
1 2
3
4 5