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
$453M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$5.08M
3
+$4.21M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.86M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$2.79M

Top Sells

1
+$2.37M
2
+$628K
3
+$536K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$528K
5
AMLP icon
Alerian MLP ETF
AMLP
+$412K

Sector Composition

1 Technology 0.97%
2 Financials 0.77%
3 Healthcare 0.7%
4 Consumer Discretionary 0.67%
5 Consumer Staples 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$45K 0.01%
+1,398
152
$44K 0.01%
1,241
-1,111
153
$44K 0.01%
+397
154
$42K 0.01%
411
+106
155
$42K 0.01%
294
-64
156
$41K 0.01%
+96
157
$40K 0.01%
1,516
-464
158
$40K 0.01%
242
-624
159
$40K 0.01%
5,109
-13,538
160
$40K 0.01%
+676
161
$39K 0.01%
+421
162
$38K 0.01%
817
-467
163
$38K 0.01%
936
-728
164
$38K 0.01%
560
-1,974
165
$38K 0.01%
488
-2,593
166
$38K 0.01%
1,031
-262
167
$37K 0.01%
431
+132
168
$37K 0.01%
320
-4,568
169
$37K 0.01%
+1,400
170
$36K 0.01%
430
-1,406
171
$35K 0.01%
240
-67
172
$35K 0.01%
+100
173
$34K 0.01%
1,500
174
$34K 0.01%
1,500
175
$32K 0.01%
+1,000
5 6
7
8 9