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
$107M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$9.26M
2
+$2.1M
3
+$2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.86M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$119K

Top Sells

1
+$446K
2
+$381K
3
+$104K
4
AAPL icon
Apple
AAPL
+$84.4K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$68.9K

Sector Composition

1 Technology 1.49%
2 Healthcare 0.63%
3 Consumer Discretionary 0.35%
4 Communication Services 0.29%
5 Industrials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3K ﹤0.01%
+28
202
$3K ﹤0.01%
+192
203
$3K ﹤0.01%
+25
204
$3K ﹤0.01%
+750
205
$3K ﹤0.01%
+191
206
$3K ﹤0.01%
85
-210
207
$3K ﹤0.01%
+64
208
$3K ﹤0.01%
105
+1
209
$3K ﹤0.01%
+106
210
$3K ﹤0.01%
30
211
$3K ﹤0.01%
10,000
212
$3K ﹤0.01%
+228
213
$3K ﹤0.01%
+13
214
$3K ﹤0.01%
+122
215
$3K ﹤0.01%
142
216
$3K ﹤0.01%
+80
217
$3K ﹤0.01%
+137
218
$3K ﹤0.01%
+279
219
$3K ﹤0.01%
+121
220
$3K ﹤0.01%
+138
221
$2K ﹤0.01%
40
222
$2K ﹤0.01%
+36
223
$2K ﹤0.01%
+46
224
$2K ﹤0.01%
23
-111
225
$2K ﹤0.01%
+33
7 8
9
10 11