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
$248M
AUM Growth
+$8.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$2.21M
3
+$2.05M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$994K
5
VT icon
Vanguard Total World Stock ETF
VT
+$948K

Top Sells

1
+$16M
2
+$1.1M
3
+$71.6K
4
XOM icon
Exxon Mobil
XOM
+$68.3K
5
IMCV icon
iShares Morningstar Mid-Cap Value ETF
IMCV
+$52K

Sector Composition

1 Technology 1.33%
2 Healthcare 1.11%
3 Consumer Staples 0.64%
4 Industrials 0.43%
5 Financials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$11K ﹤0.01%
73
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$11K ﹤0.01%
435
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$10K ﹤0.01%
53
+39
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235
-292
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$10K ﹤0.01%
241
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$10K ﹤0.01%
501
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191
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+75
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$9K ﹤0.01%
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+77
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$9K ﹤0.01%
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$9K ﹤0.01%
245
-6
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$9K ﹤0.01%
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$9K ﹤0.01%
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$9K ﹤0.01%
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$8K ﹤0.01%
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$8K ﹤0.01%
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$8K ﹤0.01%
70
174
$8K ﹤0.01%
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175
$8K ﹤0.01%
92
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