We are live on ! Find out more
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
426
$2K ﹤0.01%
+62
427
$2K ﹤0.01%
+300
428
$2K ﹤0.01%
21
429
$2K ﹤0.01%
+8
430
$2K ﹤0.01%
+19
431
$2K ﹤0.01%
+50
432
$2K ﹤0.01%
20
433
$2K ﹤0.01%
+71
434
$2K ﹤0.01%
+18
435
$2K ﹤0.01%
+15
436
$2K ﹤0.01%
+43
437
$2K ﹤0.01%
+44
438
$2K ﹤0.01%
+34
439
$2K ﹤0.01%
+20
440
$2K ﹤0.01%
+33
441
$2K ﹤0.01%
+11
442
$2K ﹤0.01%
+20
443
$2K ﹤0.01%
+40
444
$2K ﹤0.01%
+75
445
$2K ﹤0.01%
+13
446
$1K ﹤0.01%
+11
447
$1K ﹤0.01%
+25
448
$1K ﹤0.01%
13
+11
449
$1K ﹤0.01%
+20
450
$1K ﹤0.01%
+20
16 17
18
19 20