LWA
Lenox Wealth Advisors Portfolio holdings
AUM
$798M
1-Year Return
5.74%
This Quarter Return
+4.18%
1 Year Return
+5.74%
3 Year Return
+35.75%
5 Year Return
+52.74%
10 Year Return
–
AUM
$339M
AUM Growth
-$1.43M
(-0.42%)
Cap. Flow
-$15.5M
Cap. Flow
% of AUM
-4.58%
Top 10 Holdings %
Top 10 Hldgs %
92.67%
Holding
230
New
24
Increased
44
Reduced
22
Closed
24
Top Buys
Top Sells
| 1 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$5.47M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$4.64M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$2.72M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.16M |
| 5 |
GAS
AGL RESOURCES INC (HOLDING CO)
GAS
|
$1.67M |
Sector Composition
| 1 | Consumer Discretionary | 1.07% |
| 2 | Financials | 1.05% |
| 3 | Technology | 0.79% |
| 4 | Healthcare | 0.66% |
| 5 | Consumer Staples | 0.41% |
