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
$88.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$36.5M
2
+$21.2M
3
+$9.63M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.17M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$4.51M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.74%
2 Healthcare 0.85%
3 Consumer Staples 0.4%
4 Financials 0.38%
5 Communication Services 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$5K 0.01%
+57
177
$5K 0.01%
+158
178
$5K 0.01%
+119
179
$5K 0.01%
+95
180
$5K 0.01%
+242
181
$5K 0.01%
+91
182
$5K 0.01%
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183
$5K 0.01%
+190
184
$5K 0.01%
+64
185
$5K 0.01%
+130
186
$5K 0.01%
+152
187
$5K 0.01%
+86
188
$5K 0.01%
+80
189
$5K 0.01%
+134
190
$5K 0.01%
+330
191
$4K ﹤0.01%
+46
192
$4K ﹤0.01%
+102
193
$4K ﹤0.01%
+61
194
$4K ﹤0.01%
+30
195
$4K ﹤0.01%
+152
196
$4K ﹤0.01%
+35
197
$4K ﹤0.01%
+110
198
$4K ﹤0.01%
+880
199
$4K ﹤0.01%
+432
200
$4K ﹤0.01%
+60
5 6 7
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