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
$324M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.28M
3
+$1.26M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$992K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$788K

Top Sells

1
+$819K
2
+$110K
3
+$94K
4
HON icon
Honeywell
HON
+$84.3K
5
DD
Du Pont De Nemours E I
DD
+$81K

Sector Composition

1 Financials 0.49%
2 Technology 0.32%
3 Consumer Staples 0.27%
4 Consumer Discretionary 0.19%
5 Communication Services 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3K ﹤0.01%
+15
127
$3K ﹤0.01%
+51
128
$3K ﹤0.01%
+64
129
$3K ﹤0.01%
+120
130
$3K ﹤0.01%
+136
131
$3K ﹤0.01%
+354
132
$3K ﹤0.01%
+32
133
$3K ﹤0.01%
+157
134
$2K ﹤0.01%
+329
135
$2K ﹤0.01%
+164
136
$2K ﹤0.01%
+259
137
$2K ﹤0.01%
+212
138
$2K ﹤0.01%
+63
139
$2K ﹤0.01%
+64
140
$2K ﹤0.01%
+47
141
$2K ﹤0.01%
+69
142
$2K ﹤0.01%
+164
143
$2K ﹤0.01%
+65
144
$2K ﹤0.01%
+46
145
$2K ﹤0.01%
+66
146
$2K ﹤0.01%
10
-357
147
$2K ﹤0.01%
+384
148
$2K ﹤0.01%
+46
149
$2K ﹤0.01%
+165
150
$2K ﹤0.01%
+29
4 5
6
7 8