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
$107M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$9.26M
2
+$2.1M
3
+$2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.86M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$119K

Top Sells

1
+$446K
2
+$381K
3
+$104K
4
AAPL icon
Apple
AAPL
+$84.4K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$68.9K

Sector Composition

1 Technology 1.49%
2 Healthcare 0.63%
3 Consumer Discretionary 0.35%
4 Communication Services 0.29%
5 Industrials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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215
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$14K 0.01%
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83
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489
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100
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111
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5 6