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
$248M
AUM Growth
+$8.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$2.21M
3
+$2.05M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$994K
5
VT icon
Vanguard Total World Stock ETF
VT
+$948K

Top Sells

1
+$16M
2
+$1.1M
3
+$71.6K
4
XOM icon
Exxon Mobil
XOM
+$68.3K
5
IMCV icon
iShares Morningstar Mid-Cap Value ETF
IMCV
+$52K

Sector Composition

1 Technology 1.33%
2 Healthcare 1.11%
3 Consumer Staples 0.64%
4 Industrials 0.43%
5 Financials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$55K 0.02%
1,324
+12
77
$54K 0.02%
1,114
78
$52K 0.02%
460
+425
79
$51K 0.02%
600
80
$51K 0.02%
1,621
81
$49K 0.02%
208
82
$49K 0.02%
1,900
83
$47K 0.02%
835
84
$44K 0.02%
655
85
$44K 0.02%
878
+4
86
$43K 0.02%
579
87
$42K 0.02%
1,266
88
$36K 0.01%
435
+110
89
$36K 0.01%
719
+1
90
$34K 0.01%
520
91
$32K 0.01%
242
92
$31K 0.01%
308
93
$31K 0.01%
397
+138
94
$31K 0.01%
1,150
95
$31K 0.01%
410
-350
96
$31K 0.01%
903
97
$30K 0.01%
794
98
$30K 0.01%
800
99
$29K 0.01%
500
-250
100
$29K 0.01%
25
2 3
4
5 6