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
$573M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$40.8M
2
+$6.39M
3
+$5.23M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.67M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.75M

Top Sells

1
+$19.7M
2
+$11M
3
+$3.58M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$671K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$514K

Sector Composition

1 Technology 1.1%
2 Consumer Discretionary 0.68%
3 Financials 0.67%
4 Consumer Staples 0.59%
5 Healthcare 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$127K 0.02%
8,100
102
$123K 0.02%
2,866
103
$122K 0.02%
1,764
-1,299
104
$113K 0.02%
700
105
$111K 0.02%
596
106
$105K 0.02%
3,799
-2,125
107
$105K 0.02%
1,249
+999
108
$104K 0.02%
1,988
-170
109
$103K 0.02%
55
-14
110
$101K 0.02%
877
-34
111
$100K 0.02%
275
-282
112
$97K 0.02%
474
-216
113
$97K 0.02%
+3,826
114
$94K 0.02%
1,886
-100
115
$93K 0.02%
+1,295
116
$89K 0.02%
545
+295
117
$87K 0.02%
6,987
-1,465
118
$86K 0.02%
572
119
$84K 0.01%
+4,494
120
$82K 0.01%
602
121
$79K 0.01%
+1,998
122
$79K 0.01%
+550
123
$77K 0.01%
441
-69
124
$74K 0.01%
882
+2
125
$73K 0.01%
1,338
+4
3 4
5
6 7