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
101
$3K ﹤0.01%
+154
102
$3K ﹤0.01%
+315
103
$3K ﹤0.01%
+46
104
$3K ﹤0.01%
+55
105
$3K ﹤0.01%
+231
106
$3K ﹤0.01%
+14
107
$3K ﹤0.01%
+199
108
$3K ﹤0.01%
+62
109
$3K ﹤0.01%
+32
110
$3K ﹤0.01%
+68
111
$3K ﹤0.01%
+117
112
$3K ﹤0.01%
+124
113
$3K ﹤0.01%
+64
114
$3K ﹤0.01%
+139
115
$3K ﹤0.01%
+441
116
$3K ﹤0.01%
+70
117
$3K ﹤0.01%
+241
118
$3K ﹤0.01%
+78
119
$3K ﹤0.01%
+65
120
$3K ﹤0.01%
+173
121
$3K ﹤0.01%
+62
122
$3K ﹤0.01%
+207
123
$3K ﹤0.01%
+244
124
$3K ﹤0.01%
+102
125
$3K ﹤0.01%
+67
3 4
5
6 7