LWA

Lenox Wealth Advisors Portfolio holdings

AUM $798M
1-Year Est. Return 5.74%
This Fund
S&P 500
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
+$1.27M
2
+$1.25M
3
+$1.23M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$966K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$773K

Top Sells

1
+$799K
2
+$94K
3
+$81K
4
AVGO icon
Broadcom
AVGO
+$78K
5
MO icon
Altria Group
MO
+$66.1K

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%
+64
102
$3K ﹤0.01%
+133
103
$3K ﹤0.01%
+154
104
$3K ﹤0.01%
+315
105
$3K ﹤0.01%
+46
106
$3K ﹤0.01%
+55
107
$3K ﹤0.01%
+231
108
$3K ﹤0.01%
+14
109
$3K ﹤0.01%
+199
110
$3K ﹤0.01%
+62
111
$3K ﹤0.01%
+32
112
$3K ﹤0.01%
+68
113
$3K ﹤0.01%
+117
114
$3K ﹤0.01%
+124
115
$3K ﹤0.01%
+64
116
$3K ﹤0.01%
+139
117
$3K ﹤0.01%
+441
118
$3K ﹤0.01%
+70
119
$3K ﹤0.01%
+241
120
$3K ﹤0.01%
+78
121
$3K ﹤0.01%
+65
122
$3K ﹤0.01%
+173
123
$3K ﹤0.01%
+207
124
$3K ﹤0.01%
+244
125
$3K ﹤0.01%
+102
3 4
5
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