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
$324M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.28M
3
+$1.26M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$992K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$788K

Top Sells

1
+$819K
2
+$110K
3
+$94K
4
HON icon
Honeywell
HON
+$84.3K
5
DD
Du Pont De Nemours E I
DD
+$81K

Sector Composition

1 Financials 0.49%
2 Technology 0.32%
3 Consumer Staples 0.27%
4 Consumer Discretionary 0.19%
5 Communication Services 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7K ﹤0.01%
+103
77
$6K ﹤0.01%
51
78
$6K ﹤0.01%
44
79
$5K ﹤0.01%
+292
80
$5K ﹤0.01%
+96
81
$5K ﹤0.01%
+55
82
$5K ﹤0.01%
+58
83
$5K ﹤0.01%
+136
84
$4K ﹤0.01%
+140
85
$4K ﹤0.01%
+22
86
$4K ﹤0.01%
+128
87
$4K ﹤0.01%
+80
88
$4K ﹤0.01%
+93
89
$4K ﹤0.01%
+182
90
$4K ﹤0.01%
+207
91
$4K ﹤0.01%
+58
92
$4K ﹤0.01%
+119
93
$4K ﹤0.01%
+104
94
$4K ﹤0.01%
150
95
$4K ﹤0.01%
+67
96
$4K ﹤0.01%
+75
97
$4K ﹤0.01%
+122
98
$4K ﹤0.01%
+95
99
$3K ﹤0.01%
+65
100
$3K ﹤0.01%
+133
2 3
4
5 6