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
$357M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Sells

1 +$11.5M
2 +$2.34M
3 +$1.4M
4
PEP icon
PepsiCo
PEP
+$455K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$288K

Sector Composition

1 Technology 0.87%
2 Consumer Staples 0.32%
3 Healthcare 0.32%
4 Communication Services 0.3%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$15K ﹤0.01%
+406
152
$14K ﹤0.01%
+111
153
$14K ﹤0.01%
+100
154
$14K ﹤0.01%
+278
155
$14K ﹤0.01%
+247
156
$13K ﹤0.01%
+717
157
$13K ﹤0.01%
59
+54
158
$13K ﹤0.01%
+187
159
$13K ﹤0.01%
+553
160
$13K ﹤0.01%
+500
161
$12K ﹤0.01%
+167
162
$12K ﹤0.01%
62
+57
163
$12K ﹤0.01%
81
+77
164
$12K ﹤0.01%
751
165
$11K ﹤0.01%
209
+204
166
$11K ﹤0.01%
130
+125
167
$11K ﹤0.01%
+400
168
$11K ﹤0.01%
+126
169
$11K ﹤0.01%
+161
170
$10K ﹤0.01%
+6
171
$10K ﹤0.01%
+67
172
$10K ﹤0.01%
+177
173
$10K ﹤0.01%
53
+51
174
$9K ﹤0.01%
+98
175
$9K ﹤0.01%
192
+170