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

Top Buys

1
+$45.3M
2
+$38.4M
3
+$3.79M
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$2.71M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.47M

Top Sells

1
+$43.7M
2
+$207K
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%
+16
477
$1K ﹤0.01%
+28
478
$1K ﹤0.01%
+28
479
$1K ﹤0.01%
+23
480
$1K ﹤0.01%
+40
481
$1K ﹤0.01%
+32
482
$1K ﹤0.01%
+14
483
$1K ﹤0.01%
+48
484
$1K ﹤0.01%
+14
485
$1K ﹤0.01%
17
486
$1K ﹤0.01%
+21
487
$1K ﹤0.01%
+24
488
$1K ﹤0.01%
+22
489
$1K ﹤0.01%
+12
490
$1K ﹤0.01%
+11
491
$1K ﹤0.01%
+45
492
$1K ﹤0.01%
20
493
$1K ﹤0.01%
+19
494
$1K ﹤0.01%
+33
495
$1K ﹤0.01%
+37
496
$1K ﹤0.01%
+68
497
$0 ﹤0.01%
+4
498
$0 ﹤0.01%
+1
499
$0 ﹤0.01%
10
500
– –
-20
18 19
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