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
476
$1K ﹤0.01%
+23
477
$1K ﹤0.01%
+40
478
$1K ﹤0.01%
+32
479
$1K ﹤0.01%
+14
480
$1K ﹤0.01%
+48
481
$1K ﹤0.01%
+14
482
$1K ﹤0.01%
17
483
$1K ﹤0.01%
+21
484
$1K ﹤0.01%
+24
485
$1K ﹤0.01%
+22
486
$1K ﹤0.01%
+12
487
$1K ﹤0.01%
+45
488
$1K ﹤0.01%
20
489
$1K ﹤0.01%
+19
490
$1K ﹤0.01%
+33
491
$1K ﹤0.01%
+37
492
$1K ﹤0.01%
+7
493
$1K ﹤0.01%
+11
494
$1K ﹤0.01%
+33
495
$1K ﹤0.01%
+9
496
$1K ﹤0.01%
+24
497
– –
-26
498
$0 ﹤0.01%
+4
499
$0 ﹤0.01%
+1
500
$0 ﹤0.01%
10
18 19
20
21 22