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
26
$340K 0.12%
21,728
27
$287K 0.1%
11,220
+1,000
28
$228K 0.08%
3,066
+801
29
$227K 0.08%
1,637
30
$226K 0.08%
10,490
31
$210K 0.07%
4,753
+3,538
32
$200K 0.07%
4,236
+1,036
33
$196K 0.07%
9,691
-2,328
34
$195K 0.07%
30,000
35
$191K 0.07%
2,863
36
$177K 0.06%
1,690
37
$173K 0.06%
5,688
+1,954
38
$169K 0.06%
4,002
39
$151K 0.05%
3,876
40
$150K 0.05%
2,087
-409
41
$148K 0.05%
+4,158
42
$126K 0.04%
1,165
-350
43
$117K 0.04%
1,095
44
$117K 0.04%
1,919
+502
45
$107K 0.04%
2,968
+150
46
$107K 0.04%
1,560
47
$98K 0.03%
1,738
+13
48
$96K 0.03%
+1,083
49
$94K 0.03%
1,006
+936
50
$91K 0.03%
3,473
+1,317
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