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
176
$31K 0.01%
271
177
$31K 0.01%
172
178
$31K 0.01%
+407
179
$30K 0.01%
87
180
$29K 0.01%
160
-1
181
$29K 0.01%
190
-87
182
$29K 0.01%
33
183
$29K 0.01%
551
184
$29K 0.01%
613
-2,046
185
$28K ﹤0.01%
+244
186
$28K ﹤0.01%
79
+12
187
$28K ﹤0.01%
272
+2
188
$27K ﹤0.01%
315
189
$27K ﹤0.01%
1,050
-1,289
190
$27K ﹤0.01%
200
-118
191
$26K ﹤0.01%
+260
192
$26K ﹤0.01%
87
-18
193
$26K ﹤0.01%
276
194
$25K ﹤0.01%
135
+101
195
$25K ﹤0.01%
136
-76
196
$25K ﹤0.01%
+156
197
$25K ﹤0.01%
144
+118
198
$24K ﹤0.01%
+115
199
$24K ﹤0.01%
1,300
200
$24K ﹤0.01%
1,530
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