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
$573M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$40.8M
2
+$6.39M
3
+$5.23M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.67M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.75M

Top Sells

1
+$19.7M
2
+$11M
3
+$3.58M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$671K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$514K

Sector Composition

1 Technology 1.1%
2 Consumer Discretionary 0.68%
3 Financials 0.67%
4 Consumer Staples 0.59%
5 Healthcare 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$44K 0.01%
1,057
+5
152
$42K 0.01%
443
153
$42K 0.01%
537
-9
154
$40K 0.01%
+814
155
$40K 0.01%
769
+749
156
$40K 0.01%
320
157
$39K 0.01%
383
+10
158
$39K 0.01%
734
-91
159
$37K 0.01%
497
-98
160
$37K 0.01%
1,132
-204
161
$37K 0.01%
879
-94
162
$35K 0.01%
176
-15
163
$35K 0.01%
1,951
164
$35K 0.01%
384
-141
165
$35K 0.01%
1,575
166
$34K 0.01%
+453
167
$34K 0.01%
301
-42
168
$33K 0.01%
+195
169
$33K 0.01%
1,689
170
$33K 0.01%
401
171
$33K 0.01%
+284
172
$32K 0.01%
7,279
-260
173
$32K 0.01%
801
174
$32K 0.01%
142
-21
175
$32K 0.01%
186
5 6
7
8 9