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
$357M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Sells

1 +$11.5M
2 +$2.34M
3 +$1.4M
4
PEP icon
PepsiCo
PEP
+$455K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$288K

Sector Composition

1 Technology 0.87%
2 Consumer Staples 0.32%
3 Healthcare 0.32%
4 Communication Services 0.3%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$6K ﹤0.01%
+250
202
$6K ﹤0.01%
+237
203
$6K ﹤0.01%
+29
204
$6K ﹤0.01%
44
205
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+98
206
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207
$6K ﹤0.01%
+41
208
$6K ﹤0.01%
+1,500
209
$6K ﹤0.01%
+24
210
$5K ﹤0.01%
98
+97
211
$5K ﹤0.01%
+31
212
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+38
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16
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+37
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$5K ﹤0.01%
+565
220
$5K ﹤0.01%
+46
221
$5K ﹤0.01%
+26
222
$5K ﹤0.01%
+19
223
$5K ﹤0.01%
+156
224
$5K ﹤0.01%
+50
225
$5K ﹤0.01%
+98