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
151
$2K ﹤0.01%
+119
152
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153
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+23
154
$2K ﹤0.01%
+176
155
$2K ﹤0.01%
+55
156
$2K ﹤0.01%
+104
157
$2K ﹤0.01%
+33
158
$2K ﹤0.01%
+344
159
$2K ﹤0.01%
+112
160
$2K ﹤0.01%
+106
161
$2K ﹤0.01%
+56
162
$2K ﹤0.01%
+126
163
$2K ﹤0.01%
+135
164
$2K ﹤0.01%
+48
165
$2K ﹤0.01%
+61
166
$2K ﹤0.01%
+36
167
$2K ﹤0.01%
+49
168
$2K ﹤0.01%
+175
169
$1K ﹤0.01%
12
-10
170
$1K ﹤0.01%
+21
171
$1K ﹤0.01%
+6
172
$1K ﹤0.01%
+263
173
$1K ﹤0.01%
+109
174
$1K ﹤0.01%
4
-8
175
$1K ﹤0.01%
+5
5 6
7
8 9