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
$248M
AUM Growth
+$8.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$2.21M
3
+$2.05M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$994K
5
VT icon
Vanguard Total World Stock ETF
VT
+$948K

Top Sells

1
+$16M
2
+$1.1M
3
+$71.6K
4
XOM icon
Exxon Mobil
XOM
+$68.3K
5
IMCV icon
iShares Morningstar Mid-Cap Value ETF
IMCV
+$52K

Sector Composition

1 Technology 1.33%
2 Healthcare 1.11%
3 Consumer Staples 0.64%
4 Industrials 0.43%
5 Financials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$90K 0.04%
893
+6
52
$88K 0.04%
3,196
53
$88K 0.04%
742
-62
54
$86K 0.03%
1,417
55
$85K 0.03%
812
56
$83K 0.03%
2,144
+8
57
$81K 0.03%
670
58
$80K 0.03%
1,701
59
$78K 0.03%
2,361
+25
60
$76K 0.03%
1,886
61
$76K 0.03%
1,405
62
$74K 0.03%
2,489
63
$68K 0.03%
888
64
$67K 0.03%
768
65
$65K 0.03%
1,000
66
$65K 0.03%
813
-231
67
$64K 0.03%
474
-200
68
$64K 0.03%
1,554
-56
69
$62K 0.03%
+1,200
70
$62K 0.03%
844
71
$61K 0.02%
744
72
$59K 0.02%
850
73
$59K 0.02%
262
74
$57K 0.02%
544
75
$55K 0.02%
264
+119
1 2
3
4 5