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
201
$4K ﹤0.01%
+130
202
$4K ﹤0.01%
+129
203
$4K ﹤0.01%
+93
204
$4K ﹤0.01%
+290
205
$4K ﹤0.01%
+65
206
$3K ﹤0.01%
+69
207
$3K ﹤0.01%
+79
208
$3K ﹤0.01%
+104
209
$3K ﹤0.01%
+63
210
$3K ﹤0.01%
+412
211
$2K ﹤0.01%
+53
212
$2K ﹤0.01%
+32
213
$2K ﹤0.01%
+30
214
$2K ﹤0.01%
+142
215
$2K ﹤0.01%
+71
216
$2K ﹤0.01%
+42
217
$1K ﹤0.01%
+40
218
$1K ﹤0.01%
+59
219
$1K ﹤0.01%
+11
220
$1K ﹤0.01%
+71
221
$1K ﹤0.01%
+68
222
$0 ﹤0.01%
+3
223
$0 ﹤0.01%
+5
224
$0 ﹤0.01%
+500
5 6 7 8
9