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
301
$3K ﹤0.01%
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+239
304
$3K ﹤0.01%
+63
305
$3K ﹤0.01%
76
306
$3K ﹤0.01%
84
307
$3K ﹤0.01%
+45
308
$2K ﹤0.01%
+204
309
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30
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10
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54
+36
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139
315
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+46
316
$2K ﹤0.01%
12
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$2K ﹤0.01%
+81
318
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56
+39
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14
320
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+35
321
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50
322
$2K ﹤0.01%
+65
323
$2K ﹤0.01%
+539
324
$2K ﹤0.01%
24
325
$2K ﹤0.01%
158
11 12
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