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
126
$55K 0.01%
462
-135
127
$54K 0.01%
731
+55
128
$54K 0.01%
1,000
-1
129
$54K 0.01%
640
130
$54K 0.01%
220
+29
131
$54K 0.01%
191
+15
132
$51K 0.01%
2,505
133
$51K 0.01%
613
+89
134
$51K 0.01%
3,039
+198
135
$51K 0.01%
1,039
-23,315
136
$50K 0.01%
3,560
-18
137
$49K 0.01%
337
+67
138
$49K 0.01%
1,433
-87
139
$48K 0.01%
1,407
+102
140
$48K 0.01%
759
141
$48K 0.01%
3,000
142
$47K 0.01%
998
143
$47K 0.01%
200
-8
144
$46K 0.01%
387
+60
145
$45K 0.01%
1,998
146
$44K 0.01%
1,074
+6
147
$43K 0.01%
297
-2
148
$43K 0.01%
160
-7
149
$42K 0.01%
750
-420
150
$42K 0.01%
274
4 5
6
7 8