LWA
Lenox Wealth Advisors Portfolio holdings
AUM
$798M
1-Year Return
5.74%
This Quarter Return
-0.98%
1 Year Return
+5.74%
3 Year Return
+35.75%
5 Year Return
+52.74%
10 Year Return
–
AUM
$334M
AUM Growth
+$19.4M
(+6.2%)
Cap. Flow
+$23.7M
Cap. Flow
% of AUM
7.11%
Top 10 Holdings %
Top 10 Hldgs %
92.75%
Holding
526
New
19
Increased
37
Reduced
86
Closed
267
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$5.6M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$4.1M |
| 3 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$3.72M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$3.63M |
| 5 |
Invesco S&P 500 BuyWrite ETF
PBP
|
$2.57M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 1.21% |
| 2 | Financials | 1.17% |
| 3 | Technology | 0.81% |
| 4 | Healthcare | 0.7% |
| 5 | Energy | 0.66% |
