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
$222M
AUM Growth
+$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$27.8M
3
+$4.56M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.64M
5
SEA
Invesco Shipping ETF
SEA
+$1.78M

Top Sells

1
+$49.4M
2
+$1.22M
3
+$145K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$131K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$75K

Sector Composition

1 Technology 1.21%
2 Consumer Staples 0.72%
3 Healthcare 0.61%
4 Industrials 0.48%
5 Energy 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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-300
177
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178
$0 ﹤0.01%
1
179
– –
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180
– –
-484
181
– –
-50
182
$0 ﹤0.01%
4
183
– –
-125
184
– –
-13,112
185
– –
-7
186
$0 ﹤0.01%
500
4 5 6 7
8