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
$573M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$40.8M
2
+$6.39M
3
+$5.23M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.67M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.75M

Top Sells

1
+$19.7M
2
+$11M
3
+$3.58M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$671K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$514K

Sector Composition

1 Technology 1.1%
2 Consumer Discretionary 0.68%
3 Financials 0.67%
4 Consumer Staples 0.59%
5 Healthcare 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$347K 0.06%
1,421
+110
52
$343K 0.06%
3,077
-148
53
$335K 0.06%
1,246
-864
54
$315K 0.06%
8,546
55
$288K 0.05%
4,320
+1,360
56
$287K 0.05%
1,695
-12
57
$280K 0.05%
2,449
+254
58
$279K 0.05%
3,220
59
$272K 0.05%
1,648
+746
60
$264K 0.05%
2,262
61
$257K 0.04%
1,234
-55
62
$256K 0.04%
6,898
63
$245K 0.04%
8,092
+617
64
$239K 0.04%
4,824
65
$238K 0.04%
1,529
+17
66
$231K 0.04%
1,185
-19
67
$231K 0.04%
1,654
+1,082
68
$216K 0.04%
1,488
+160
69
$206K 0.04%
1,477
+194
70
$205K 0.04%
4,000
-36
71
$201K 0.04%
2,457
+1,910
72
$199K 0.03%
2,366
+2,306
73
$197K 0.03%
668
+3
74
$191K 0.03%
1,923
75
$187K 0.03%
1,676
-235
1 2
3
4 5