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
$324M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.28M
3
+$1.26M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$992K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$788K

Top Sells

1
+$819K
2
+$110K
3
+$94K
4
HON icon
Honeywell
HON
+$84.3K
5
DD
Du Pont De Nemours E I
DD
+$81K

Sector Composition

1 Financials 0.49%
2 Technology 0.32%
3 Consumer Staples 0.27%
4 Consumer Discretionary 0.19%
5 Communication Services 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1K ﹤0.01%
+32
202
$1K ﹤0.01%
+3
203
$1K ﹤0.01%
+15
204
$1K ﹤0.01%
+42
205
$1K ﹤0.01%
+35
206
$1K ﹤0.01%
+164
207
$1K ﹤0.01%
+5
208
$0 ﹤0.01%
+9
209
– –
-25
210
$0 ﹤0.01%
+2
211
– –
-2,466
212
– –
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213
$0 ﹤0.01%
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$0 ﹤0.01%
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216
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217
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218
$0 ﹤0.01%
+3
219
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-335
220
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-3,360
222
$0 ﹤0.01%
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223
$0 ﹤0.01%
+1
224
$0 ﹤0.01%
+1
225
– –
-200
7 8
9
10 11