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
$453M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$5.08M
3
+$4.21M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.86M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$2.79M

Top Sells

1
+$2.37M
2
+$628K
3
+$536K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$528K
5
AMLP icon
Alerian MLP ETF
AMLP
+$412K

Sector Composition

1 Technology 0.97%
2 Financials 0.77%
3 Healthcare 0.7%
4 Consumer Discretionary 0.67%
5 Consumer Staples 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$124K 0.03%
2,869
77
$122K 0.03%
+2,936
78
$108K 0.02%
675
-303
79
$105K 0.02%
740
-892
80
$105K 0.02%
597
81
$103K 0.02%
+1,700
82
$102K 0.02%
700
83
$99K 0.02%
2,218
-1,412
84
$99K 0.02%
16,800
-4,400
85
$97K 0.02%
1,673
-1,281
86
$97K 0.02%
395
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87
$96K 0.02%
1,872
-165
88
$96K 0.02%
873
-1,046
89
$94K 0.02%
702
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90
$92K 0.02%
1,519
-974
91
$90K 0.02%
328
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92
$88K 0.02%
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93
$87K 0.02%
1,118
-2,217
94
$85K 0.02%
831
95
$84K 0.02%
249
+188
96
$84K 0.02%
1,905
+22
97
$83K 0.02%
621
+68
98
$83K 0.02%
590
+18
99
$81K 0.02%
275
100
$79K 0.02%
1,776
-845
2 3
4
5 6