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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
$429M
AUM Growth
+$71.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$46.2M
2
+$38.1M
3
+$3.88M
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$2.75M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.56M

Top Sells

1
+$44.8M
2
+$210K
3
+$190K
4
DUK icon
Duke Energy
DUK
+$184K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$164K

Sector Composition

1 Technology 1.23%
2 Financials 0.88%
3 Consumer Discretionary 0.6%
4 Healthcare 0.54%
5 Industrials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3K ﹤0.01%
26
402
$3K ﹤0.01%
250
403
$3K ﹤0.01%
16
404
$3K ﹤0.01%
48
+35
405
$3K ﹤0.01%
+20
406
$3K ﹤0.01%
19
407
$3K ﹤0.01%
+2,000
408
$3K ﹤0.01%
22
-523
409
$3K ﹤0.01%
+100
410
$3K ﹤0.01%
26
411
$2K ﹤0.01%
+54
412
$2K ﹤0.01%
182
413
$2K ﹤0.01%
+14
414
$2K ﹤0.01%
+42
415
$2K ﹤0.01%
+31
416
$2K ﹤0.01%
12
417
$2K ﹤0.01%
27
418
$2K ﹤0.01%
150
419
$2K ﹤0.01%
+11
420
$2K ﹤0.01%
+43
421
$2K ﹤0.01%
69
422
$2K ﹤0.01%
+15
423
$2K ﹤0.01%
32
424
$2K ﹤0.01%
+9
425
$2K ﹤0.01%
+58
15 16
17
18 19