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
$536M
AUM Growth
-$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,004
New
Increased
Reduced
Closed

Top Buys

1
+$41.5M
2
+$27.1M
3
+$23.5M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$23.4M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$5.69M

Top Sells

1
+$40.5M
2
+$27M
3
+$24.5M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.9M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.79M

Sector Composition

1 Technology 1.57%
2 Consumer Discretionary 0.86%
3 Financials 0.65%
4 Communication Services 0.6%
5 Healthcare 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$86K 0.02%
2,803
-27
102
$85K 0.02%
3,392
+10
103
$83K 0.02%
862
-1,421
104
$80K 0.01%
800
-104
105
$76K 0.01%
1,821
+17
106
$75K 0.01%
8,100
107
$75K 0.01%
456
+15
108
$75K 0.01%
1,571
+137
109
$74K 0.01%
3,120
-370
110
$74K 0.01%
217
-52
111
$74K 0.01%
1,478
-15
112
$72K 0.01%
11,000
-1,240
113
$67K 0.01%
551
114
$67K 0.01%
233
+11
115
$66K 0.01%
545
116
$66K 0.01%
4,494
-63
117
$65K 0.01%
727
118
$65K 0.01%
496
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119
$63K 0.01%
547
120
$62K 0.01%
2,040
+11
121
$62K 0.01%
260
122
$61K 0.01%
299
-5
123
$61K 0.01%
1,091
-7
124
$58K 0.01%
2,559
125
$57K 0.01%
582
3 4
5
6 7