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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
451
$1K ﹤0.01%
+30
452
$1K ﹤0.01%
+12
453
$1K ﹤0.01%
+10
454
$1K ﹤0.01%
+11
455
$1K ﹤0.01%
+19
456
$1K ﹤0.01%
+13
457
$1K ﹤0.01%
24
+14
458
$1K ﹤0.01%
+27
459
$1K ﹤0.01%
+11
460
$1K ﹤0.01%
+19
461
$1K ﹤0.01%
+29
462
$1K ﹤0.01%
+28
463
$1K ﹤0.01%
+30
464
$1K ﹤0.01%
+9
465
$1K ﹤0.01%
+11
466
$1K ﹤0.01%
+14
467
$1K ﹤0.01%
22
468
$1K ﹤0.01%
50
469
$1K ﹤0.01%
+38
470
$1K ﹤0.01%
+13
471
$1K ﹤0.01%
+42
472
$1K ﹤0.01%
+16
473
$1K ﹤0.01%
+7
474
$1K ﹤0.01%
+28
475
$1K ﹤0.01%
+28
17 18
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