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
326
$2K ﹤0.01%
25
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+106
329
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370
330
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+55
331
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+43
332
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229
333
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+49
334
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+38
335
$2K ﹤0.01%
+11
336
$2K ﹤0.01%
+46
337
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338
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339
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340
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341
$2K ﹤0.01%
200
342
$2K ﹤0.01%
+7
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345
$2K ﹤0.01%
+42
346
$2K ﹤0.01%
158
347
$2K ﹤0.01%
+43
348
$1K ﹤0.01%
+50
349
$1K ﹤0.01%
+44
350
$1K ﹤0.01%
32
12 13
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