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
51
$91K 0.03%
365
+2
52
$91K 0.03%
+18,115
53
$90K 0.03%
747
+6
54
$89K 0.03%
+1,500
55
$89K 0.03%
1,870
+1,800
56
$87K 0.03%
3,551
+3,098
57
$82K 0.03%
930
58
$81K 0.03%
2,582
59
$80K 0.03%
614
60
$79K 0.03%
1,282
+472
61
$74K 0.03%
1,886
+943
62
$74K 0.03%
1,450
+500
63
$73K 0.03%
+2,922
64
$73K 0.03%
1,826
+190
65
$69K 0.02%
1,701
+90
66
$68K 0.02%
593
+523
67
$65K 0.02%
888
+705
68
$62K 0.02%
2,208
+12
69
$61K 0.02%
2,176
+14
70
$59K 0.02%
1,200
71
$58K 0.02%
3,718
+2,000
72
$58K 0.02%
474
+167
73
$57K 0.02%
2,324
+424
74
$56K 0.02%
544
+500
75
$56K 0.02%
+782
1 2
3
4 5