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
$536M
AUM Growth
-$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,004
New
Increased
Reduced
Closed

Top Buys

1
+$41.5M
2
+$27.1M
3
+$23.5M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$23.4M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$5.69M

Top Sells

1
+$40.5M
2
+$27M
3
+$24.5M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.9M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.79M

Sector Composition

1 Technology 1.57%
2 Consumer Discretionary 0.86%
3 Financials 0.65%
4 Communication Services 0.6%
5 Healthcare 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$42K 0.01%
3,547
152
$41K 0.01%
175
+35
153
$41K 0.01%
700
154
$40K 0.01%
1,231
155
$40K 0.01%
320
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156
$40K 0.01%
441
+27
157
$40K 0.01%
942
158
$39K 0.01%
+2,375
159
$39K 0.01%
306
160
$38K 0.01%
383
161
$38K 0.01%
285
-7
162
$38K 0.01%
249
+48
163
$38K 0.01%
291
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164
$37K 0.01%
867
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165
$37K 0.01%
740
166
$37K 0.01%
781
+155
167
$36K 0.01%
1,068
+187
168
$36K 0.01%
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169
$35K 0.01%
3,219
170
$34K 0.01%
638
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171
$34K 0.01%
1,187
-586
172
$34K 0.01%
1,791
173
$33K 0.01%
608
+75
174
$32K 0.01%
235
+55
175
$32K 0.01%
330
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7
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