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
$248M
AUM Growth
+$8.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1 +$3.69M
2 +$2.21M
3 +$2.05M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$994K
5
VT icon
Vanguard Total World Stock ETF
VT
+$948K

Top Sells

1 +$16M
2 +$1.1M
3 +$71.6K
4
XOM icon
Exxon Mobil
XOM
+$68.3K
5
IMCV icon
iShares Morningstar Mid-Cap Value ETF
IMCV
+$52K

Sector Composition

1 Technology 1.33%
2 Healthcare 1.11%
3 Consumer Staples 0.64%
4 Industrials 0.43%
5 Financials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$6K ﹤0.01%
218
202
$6K ﹤0.01%
350
203
$6K ﹤0.01%
65
-400
204
$6K ﹤0.01%
428
205
$6K ﹤0.01%
51
206
$6K ﹤0.01%
66
207
$6K ﹤0.01%
52
208
$6K ﹤0.01%
98
209
$6K ﹤0.01%
239
210
$6K ﹤0.01%
152
211
$6K ﹤0.01%
50
212
$6K ﹤0.01%
94
213
$6K ﹤0.01%
75
214
$6K ﹤0.01%
391
215
$5K ﹤0.01%
+69
216
$5K ﹤0.01%
130
217
$5K ﹤0.01%
30
218
$5K ﹤0.01%
90
219
$5K ﹤0.01%
386
220
$5K ﹤0.01%
152
221
$5K ﹤0.01%
324
222
$5K ﹤0.01%
65
223
$5K ﹤0.01%
95
224
$5K ﹤0.01%
211
225
$5K ﹤0.01%
50