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
$88.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$36.5M
2
+$21.2M
3
+$9.63M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.17M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$4.51M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.74%
2 Healthcare 0.85%
3 Consumer Staples 0.4%
4 Financials 0.38%
5 Communication Services 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$11K 0.01%
+150
102
$11K 0.01%
+254
103
$11K 0.01%
+380
104
$10K 0.01%
+350
105
$10K 0.01%
+198
106
$10K 0.01%
+90
107
$10K 0.01%
+300
108
$10K 0.01%
+155
109
$10K 0.01%
+295
110
$9K 0.01%
+208
111
$9K 0.01%
+134
112
$9K 0.01%
+255
113
$9K 0.01%
+486
114
$9K 0.01%
+90
115
$9K 0.01%
+180
116
$9K 0.01%
+120
117
$9K 0.01%
+80
118
$9K 0.01%
+200
119
$8K 0.01%
+111
120
$8K 0.01%
+116
121
$8K 0.01%
+130
122
$8K 0.01%
+130
123
$8K 0.01%
+388
124
$8K 0.01%
+163
125
$8K 0.01%
+156
3 4
5
6 7