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
+0.8%
1 Year Est. Return
+5.74%
3 Year Est. Return
+35.75%
5 Year Est. Return
+52.73%
10 Year Est. Return
AUM
$453M
AUM Growth
+$23.8M
Cap. Flow
+$22.1M
Cap. Flow %
4.89%
Top 10 Hldgs %
88.73%
Holding
694
New
140
Increased
81
Reduced
251
Closed
131
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LADR
526
Ladder Capital
LADR
$1.24B
-19
Closed
MZTI
527
The Marzetti Company
MZTI
$3.05B
-386
Closed -$48K
LECO icon
528
Lincoln Electric
LECO
$14.1B
-14
Closed -$1K
LEN.B icon
529
Lennar Class B
LEN.B
$19.9B
$0 ﹤0.01%
+2
New +$83
MAT icon
530
Mattel
MAT
$4.47B
$0 ﹤0.01%
+13
New +$197
MDLZ icon
531
Mondelez International
MDLZ
$82.9B
$0 ﹤0.01%
8
-92
-92% -$3.7K
MIDD icon
532
Middleby
MIDD
$6.01B
-62
Closed -$8K
MKTX icon
533
MarketAxess Holdings
MKTX
$4.47B
-14
Closed -$3K
MTDR icon
534
Matador Resources
MTDR
$6.04B
-38
Closed -$1K
NDSN icon
535
Nordson
NDSN
$16.4B
-11
Closed -$1K
NOK icon
536
Nokia
NOK
$46.9B
-1,519
Closed -$8K
NSC icon
537
Norfolk Southern
NSC
$75.4B
-133
Closed -$18K
NVO
538
Novo Nordisk
NVO
$228B
-378
Closed -$9K
NWL icon
539
Newell Brands
NWL
$2.21B
$0 ﹤0.01%
+14
New +$365
OGE icon
540
OGE Energy
OGE
$9.87B
-33
Closed -$1K
OVV icon
541
Ovintiv
OVV
$17B
-140
Closed -$8K
PFN
542
PIMCO Income Strategy Fund II
PFN
$695M
-250
Closed -$3K
PII icon
543
Polaris
PII
$3.83B
-13
Closed -$1K
PINC
544
DELISTED
Premier
PINC
-42
Closed -$1K
PNFP icon
545
Pinnacle Financial Partners Inc
PNFP
$15.8B
-16
Closed -$1K
POOL icon
546
Pool Corp
POOL
$7.05B
-7
Closed -$1K
POR icon
547
Portland General Electric
POR
$5.82B
-28
Closed -$1K
POWI icon
548
Power Integrations
POWI
$3.15B
-28
Closed -$1K
PRA
549
DELISTED
ProAssurance
PRA
-23
Closed -$1K
PSMT icon
550
Pricesmart
PSMT
$5.94B
-18
Closed -$2K

Similar funds

Lenox Wealth Advisors's Q2 2018 Portfolio in Review

As of Q2 2018, Lenox Wealth Advisors held 694 positions worth $453M, up 5.6% from $429M the previous quarter. Its ten largest holdings account for 89% of the portfolio.

Lenox Wealth Advisors deployed $22.1M of net new capital in Q2 2018, opening 140 new positions and adding to 81 existing holdings. Its largest new stake was State Street SPDR Portfolio S&P 400 Mid Cap ETF: 80,060 shares worth $2.79M.

By sector, the portfolio is most concentrated in Technology at 0.97% of assets, down from 1.2% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was FlexShares Quality Dividend Index Fund, an estimated $2.36M trimmed.

  • Lenox Wealth Advisors's largest Q2 2018 buy was State Street SPDR Portfolio S&P 400 Mid Cap ETF: 80,060 shares worth $2.79M.
  • Lenox Wealth Advisors added most to iShares MSCI EAFE ETF in Q2 2018, an estimated $5.49M increase.
  • Lenox Wealth Advisors's biggest Q2 2018 reduction was FlexShares Quality Dividend Index Fund, cutting an estimated $2.36M.
  • Lenox Wealth Advisors fully exited CoStar Group in Q2 2018, selling an estimated $127K.
  • Lenox Wealth Advisors's ten largest holdings make up 89% of its $453M portfolio in Q2 2018.
  • Lenox Wealth Advisors opened 140 new positions and closed 131 in Q2 2018.
  • Lenox Wealth Advisors's portfolio value rose 5.6% quarter-over-quarter to $453M.

Based on Lenox Wealth Advisors's 13F filing for Q2 2018, filed 16 Jul 2018.