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
$283M
AUM Growth
+$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$12.3M
3
+$7.61M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.66M
5
SEA
Invesco Shipping ETF
SEA
+$2.59M

Top Sells

1
+$251K
2
+$193K
3
+$115K
4
SSO icon
ProShares Ultra S&P500
SSO
+$92K
5
ETP
Energy Transfer Partners, L.P.
ETP
+$51K

Sector Composition

1 Financials 1.63%
2 Technology 1.06%
3 Healthcare 0.91%
4 Energy 0.74%
5 Consumer Discretionary 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$5K ﹤0.01%
75
252
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254
$4K ﹤0.01%
+50
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+69
256
$4K ﹤0.01%
45
257
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$4K ﹤0.01%
45
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$4K ﹤0.01%
280
260
$4K ﹤0.01%
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14
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$4K ﹤0.01%
+106
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+175
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$4K ﹤0.01%
+50
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$4K ﹤0.01%
53
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$4K ﹤0.01%
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$4K ﹤0.01%
55
268
$4K ﹤0.01%
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269
$4K ﹤0.01%
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270
$4K ﹤0.01%
150
271
$4K ﹤0.01%
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272
$4K ﹤0.01%
61
273
$4K ﹤0.01%
86
-5
274
$4K ﹤0.01%
+120
275
$4K ﹤0.01%
83
+54
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