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
$453M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$5.08M
3
+$4.21M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.86M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$2.79M

Top Sells

1
+$2.37M
2
+$628K
3
+$536K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$528K
5
AMLP icon
Alerian MLP ETF
AMLP
+$412K

Sector Composition

1 Technology 0.97%
2 Financials 0.77%
3 Healthcare 0.7%
4 Consumer Discretionary 0.67%
5 Consumer Staples 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$79K 0.02%
1,127
-224
102
$78K 0.02%
550
-224
103
$78K 0.02%
931
+77
104
$74K 0.02%
525
-225
105
$74K 0.02%
2,589
-3,513
106
$72K 0.02%
2,929
+538
107
$72K 0.02%
864
-893
108
$70K 0.02%
3,378
109
$70K 0.02%
873
+3
110
$69K 0.02%
826
-150
111
$68K 0.02%
1,344
-16
112
$67K 0.01%
2,790
113
$66K 0.01%
270
-155
114
$66K 0.01%
13,396
-11,867
115
$66K 0.01%
+2,559
116
$65K 0.01%
335
-37
117
$63K 0.01%
1,000
-33
118
$62K 0.01%
1,878
+1,334
119
$62K 0.01%
362
-180
120
$61K 0.01%
2,510
-450
121
$60K 0.01%
810
+5
122
$60K 0.01%
593
-70
123
$59K 0.01%
635
+60
124
$59K 0.01%
1,344
125
$59K 0.01%
694
+540
3 4
5
6 7