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
$324M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.28M
3
+$1.26M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$992K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$788K

Top Sells

1
+$819K
2
+$110K
3
+$94K
4
HON icon
Honeywell
HON
+$84.3K
5
DD
Du Pont De Nemours E I
DD
+$81K

Sector Composition

1 Financials 0.49%
2 Technology 0.32%
3 Consumer Staples 0.27%
4 Consumer Discretionary 0.19%
5 Communication Services 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$61K 0.02%
674
+18
52
$51K 0.02%
6,000
53
$49K 0.02%
+909
54
$48K 0.01%
3,000
55
$47K 0.01%
665
56
$43K 0.01%
833
+6
57
$42K 0.01%
680
+19
58
$42K 0.01%
416
59
$34K 0.01%
1,500
-150
60
$34K 0.01%
1,015
+6
61
$31K 0.01%
+625
62
$29K 0.01%
386
+2
63
$29K 0.01%
862
+16
64
$29K 0.01%
470
65
$24K 0.01%
422
66
$24K 0.01%
+484
67
$24K 0.01%
201
+5
68
$20K 0.01%
+1,260
69
$19K 0.01%
134
70
$14K ﹤0.01%
+134
71
$12K ﹤0.01%
+672
72
$12K ﹤0.01%
751
73
$8K ﹤0.01%
57
74
$7K ﹤0.01%
50
75
$7K ﹤0.01%
+79
1 2
3
4 5