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
$88.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$36.5M
2
+$21.2M
3
+$9.63M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.17M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$4.51M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.74%
2 Healthcare 0.85%
3 Consumer Staples 0.4%
4 Financials 0.38%
5 Communication Services 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$8K 0.01%
+190
127
$8K 0.01%
+65
128
$8K 0.01%
+213
129
$8K 0.01%
+10,000
130
$8K 0.01%
+162
131
$8K 0.01%
+234
132
$8K 0.01%
+239
133
$7K 0.01%
+219
134
$7K 0.01%
+77
135
$7K 0.01%
+244
136
$7K 0.01%
+329
137
$7K 0.01%
+190
138
$7K 0.01%
+157
139
$7K 0.01%
+221
140
$7K 0.01%
+120
141
$7K 0.01%
+300
142
$7K 0.01%
+157
143
$7K 0.01%
+76
144
$7K 0.01%
+53
145
$7K 0.01%
+227
146
$7K 0.01%
+170
147
$7K 0.01%
+71
148
$7K 0.01%
+150
149
$7K 0.01%
+121
150
$7K 0.01%
+84
4 5
6
7 8