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
$222M
AUM Growth
+$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$27.8M
3
+$4.56M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.64M
5
SEA
Invesco Shipping ETF
SEA
+$1.78M

Top Sells

1
+$49.4M
2
+$1.22M
3
+$145K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$131K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$75K

Sector Composition

1 Technology 1.21%
2 Consumer Staples 0.72%
3 Healthcare 0.61%
4 Industrials 0.48%
5 Energy 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$37K 0.02%
2,397
+1,368
77
$36K 0.02%
751
-3,023
78
$33K 0.01%
594
+392
79
$33K 0.01%
389
80
$32K 0.01%
356
+187
81
$31K 0.01%
310
82
$31K 0.01%
826
+124
83
$31K 0.01%
750
84
$30K 0.01%
265
85
$30K 0.01%
258
+83
86
$29K 0.01%
242
+44
87
$29K 0.01%
903
88
$29K 0.01%
800
89
$28K 0.01%
308
90
$26K 0.01%
590
+140
91
$26K 0.01%
572
92
$26K 0.01%
999
+602
93
$25K 0.01%
316
94
$24K 0.01%
232
95
$23K 0.01%
278
+159
96
$23K 0.01%
937
+6
97
$21K 0.01%
235
+124
98
$21K 0.01%
181
+130
99
$21K 0.01%
206
100
$21K 0.01%
233
+89
2 3
4
5 6