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
$453M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$5.08M
3
+$4.21M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.86M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$2.79M

Top Sells

1
+$2.37M
2
+$628K
3
+$536K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$528K
5
AMLP icon
Alerian MLP ETF
AMLP
+$412K

Sector Composition

1 Technology 0.97%
2 Financials 0.77%
3 Healthcare 0.7%
4 Consumer Discretionary 0.67%
5 Consumer Staples 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$28K 0.01%
1,192
-553
202
$28K 0.01%
1,120
-3,633
203
$27K 0.01%
93
-8
204
$27K 0.01%
94
+42
205
$27K 0.01%
711
-2,170
206
$27K 0.01%
561
-854
207
$27K 0.01%
116
-37
208
$26K 0.01%
444
-57
209
$26K 0.01%
186
-22
210
$25K 0.01%
443
211
$25K 0.01%
+182
212
$25K 0.01%
653
-73
213
$25K 0.01%
1,128
-4,545
214
$24K 0.01%
89
-38
215
$23K 0.01%
325
-179
216
$23K 0.01%
139
+113
217
$23K 0.01%
488
+400
218
$23K 0.01%
277
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219
$23K 0.01%
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220
$23K 0.01%
217
221
$23K 0.01%
691
+191
222
$23K 0.01%
279
223
$22K ﹤0.01%
222
+97
224
$22K ﹤0.01%
488
-228
225
$22K ﹤0.01%
399
+105
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9
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