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
$88.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$36.5M
2
+$21.2M
3
+$9.63M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.17M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$4.51M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.74%
2 Healthcare 0.85%
3 Consumer Staples 0.4%
4 Financials 0.38%
5 Communication Services 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$15K 0.02%
+195
77
$15K 0.02%
+410
78
$15K 0.02%
+2,502
79
$15K 0.02%
+240
80
$14K 0.02%
+227
81
$14K 0.02%
+226
82
$14K 0.02%
+185
83
$14K 0.02%
+169
84
$14K 0.02%
+300
85
$13K 0.01%
+129
86
$13K 0.01%
+400
87
$13K 0.01%
+230
88
$13K 0.01%
+202
89
$13K 0.01%
+1,586
90
$13K 0.01%
+311
91
$13K 0.01%
+150
92
$12K 0.01%
+140
93
$12K 0.01%
+172
94
$12K 0.01%
+145
95
$12K 0.01%
+169
96
$12K 0.01%
+181
97
$12K 0.01%
+260
98
$12K 0.01%
+200
99
$12K 0.01%
+191
100
$12K 0.01%
+200
2 3
4
5 6