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
126
$73K 0.01%
595
+316
127
$70K 0.01%
2,559
128
$69K 0.01%
640
129
$68K 0.01%
500
130
$67K 0.01%
+582
131
$64K 0.01%
1,231
-616
132
– –
-83
133
$61K 0.01%
222
134
$60K 0.01%
287
+127
135
$58K 0.01%
1,143
136
$58K 0.01%
332
+43
137
$55K 0.01%
+3,943
138
$55K 0.01%
942
-103
139
$54K 0.01%
1,860
+400
140
$54K 0.01%
1,000
141
$53K 0.01%
3,000
142
$52K 0.01%
177
143
$52K 0.01%
332
-1,096
144
$51K 0.01%
685
-1,508
145
$49K 0.01%
11,920
-20,280
146
$46K 0.01%
825
-115
147
$46K 0.01%
306
148
$45K 0.01%
777
-119
149
$45K 0.01%
244
150
$44K 0.01%
406
-54
4 5
6
7 8