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LWA

Lenox Wealth Advisors Portfolio holdings

AUM $798M
1-Year Est. Return 5.74%
This Fund
S&P 500
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
+$35.2M
2
+$13.2M
3
+$8.06M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.89M
5
SEA
Invesco Shipping ETF
SEA
+$2.95M

Top Sells

1
+$251K
2
+$203K
3
+$124K
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%
+42
327
$2K ﹤0.01%
158
328
$2K ﹤0.01%
+43
329
$2K ﹤0.01%
+204
330
$2K ﹤0.01%
30
331
$2K ﹤0.01%
10
332
$2K ﹤0.01%
54
+36
333
$2K ﹤0.01%
+52
334
$2K ﹤0.01%
+26
335
$2K ﹤0.01%
139
336
$2K ﹤0.01%
+46
337
$2K ﹤0.01%
12
338
$2K ﹤0.01%
+81
339
$2K ﹤0.01%
56
+39
340
$2K ﹤0.01%
14
341
$2K ﹤0.01%
+35
342
$2K ﹤0.01%
+65
343
$2K ﹤0.01%
+556
344
$2K ﹤0.01%
120
345
$2K ﹤0.01%
158
346
$2K ﹤0.01%
25
347
$2K ﹤0.01%
33
348
$1K ﹤0.01%
+50
349
$1K ﹤0.01%
+44
350
$1K ﹤0.01%
32
12 13
14
15 16