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
$573M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$40.8M
2
+$6.39M
3
+$5.23M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.67M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.75M

Top Sells

1
+$19.7M
2
+$11M
3
+$3.58M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$671K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$514K

Sector Composition

1 Technology 1.1%
2 Consumer Discretionary 0.68%
3 Financials 0.67%
4 Consumer Staples 0.59%
5 Healthcare 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$186K 0.03%
1,469
+1,026
77
$184K 0.03%
896
+436
78
$182K 0.03%
+11,550
79
$175K 0.03%
3,444
+2,100
80
$174K 0.03%
1,401
+43
81
$172K 0.03%
3,836
-404
82
$172K 0.03%
2,930
83
$165K 0.03%
+14,678
84
$162K 0.03%
613
-161
85
$157K 0.03%
1,961
+216
86
$156K 0.03%
633
+616
87
$153K 0.03%
416
+45
88
$152K 0.03%
1,389
+1,075
89
$147K 0.03%
2,692
-2,559
90
$145K 0.03%
963
+886
91
$144K 0.03%
3,050
92
$143K 0.03%
5,290
93
$139K 0.02%
+13,360
94
$139K 0.02%
3,363
+10
95
$137K 0.02%
1,766
+16
96
$137K 0.02%
811
-48
97
$134K 0.02%
2,721
+40
98
$134K 0.02%
+7,575
99
$133K 0.02%
2,700
-89
100
$132K 0.02%
1,070
2 3
4
5 6