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
$222M
AUM Growth
+$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$27.8M
3
+$4.56M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.64M
5
SEA
Invesco Shipping ETF
SEA
+$1.78M

Top Sells

1
+$49.4M
2
+$1.22M
3
+$145K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$131K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$75K

Sector Composition

1 Technology 1.21%
2 Consumer Staples 0.72%
3 Healthcare 0.61%
4 Industrials 0.48%
5 Energy 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$20K 0.01%
423
102
$20K 0.01%
452
+239
103
$20K 0.01%
299
+137
104
$19K 0.01%
278
105
$19K 0.01%
260
106
$19K 0.01%
180
+1
107
$19K 0.01%
208
108
$18K 0.01%
216
+130
109
$18K 0.01%
566
110
$18K 0.01%
281
+118
111
$18K 0.01%
256
+10
112
$17K 0.01%
485
+251
113
$16K 0.01%
159
+77
114
$16K 0.01%
618
+225
115
$16K 0.01%
348
+191
116
$15K 0.01%
217
+114
117
$15K 0.01%
295
118
$15K 0.01%
165
119
$15K 0.01%
420
+241
120
$15K 0.01%
234
+130
121
$15K 0.01%
156
+52
122
$15K 0.01%
325
123
$14K 0.01%
126
+49
124
$14K 0.01%
600
125
$14K 0.01%
396
+169
3 4
5
6 7