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
$573M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$40.8M
2
+$6.39M
3
+$5.23M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.67M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.75M

Top Sells

1
+$19.7M
2
+$11M
3
+$3.58M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$671K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$514K

Sector Composition

1 Technology 1.1%
2 Consumer Discretionary 0.68%
3 Financials 0.67%
4 Consumer Staples 0.59%
5 Healthcare 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$24K ﹤0.01%
152
-78
202
$24K ﹤0.01%
422
+298
203
$24K ﹤0.01%
1,500
204
$24K ﹤0.01%
+115
205
$24K ﹤0.01%
+294
206
$24K ﹤0.01%
193
+29
207
$23K ﹤0.01%
+62
208
$23K ﹤0.01%
544
-222
209
$23K ﹤0.01%
175
210
$22K ﹤0.01%
+460
211
$22K ﹤0.01%
395
212
$22K ﹤0.01%
217
213
$22K ﹤0.01%
2,085
214
$22K ﹤0.01%
1,500
215
$22K ﹤0.01%
549
-44
216
$21K ﹤0.01%
465
-315
217
$21K ﹤0.01%
138
218
$21K ﹤0.01%
65
-8
219
$20K ﹤0.01%
133
+111
220
$20K ﹤0.01%
402
-19
221
$19K ﹤0.01%
250
222
$18K ﹤0.01%
134
223
$18K ﹤0.01%
299
+5
224
$18K ﹤0.01%
500
225
$17K ﹤0.01%
1,000
7 8
9
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