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
176
$31K 0.01%
403
-1,212
177
$31K 0.01%
+324
178
$31K 0.01%
777
-2,053
179
$31K 0.01%
768
-2,408
180
$30K 0.01%
161
-503
181
$30K 0.01%
522
-1,685
182
$30K 0.01%
212
-21
183
$30K 0.01%
2,365
-295
184
$30K 0.01%
138
-13
185
$30K 0.01%
182
-3
186
$30K 0.01%
659
-1,229
187
$30K 0.01%
684
-1,053
188
$29K 0.01%
700
+104
189
$29K 0.01%
424
-91
190
$29K 0.01%
+172
191
$29K 0.01%
1,436
-2,213
192
$29K 0.01%
1,153
-297
193
$29K 0.01%
102
-25
194
$28K 0.01%
82
+12
195
$28K 0.01%
331
-188
196
$28K 0.01%
265
+1
197
$28K 0.01%
551
+418
198
$28K 0.01%
354
-562
199
$28K 0.01%
278
-35
200
$28K 0.01%
+412
6 7
8
9 10