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LWA

Lenox Wealth Advisors Portfolio holdings

AUM $798M
1-Year Est. Return 5.74%
This Fund
S&P 500
This Quarter Est. Return
+2.82%
1 Year Est. Return
+5.74%
3 Year Est. Return
+35.75%
5 Year Est. Return
+52.73%
10 Year Est. Return
AUM
$305M
AUM Growth
-$23M
Cap. Flow
-$31.6M
Cap. Flow %
-10.35%
Top 10 Hldgs %
95.89%
Holding
118
New
31
Increased
24
Reduced
16
Closed
19

Sector Composition

Rank Sector Weight
1 Technology 0.35%
2 Consumer Staples 0.35%
3 Consumer Discretionary 0.22%
4 Communication Services 0.15%
5 Financials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BKNG icon
101
Booking.com
BKNG
$156B
-550
Closed -$39K
BRK.B icon
102
Berkshire Hathaway Class B
BRK.B
$1.1T
-115
Closed -$19K
DIS icon
103
Walt Disney
DIS
$171B
$0 ﹤0.01%
4
ECL icon
104
Ecolab
ECL
$79.8B
-155
Closed -$19K
ERTH icon
105
Invesco MSCI Sustainable Future ETF
ERTH
$131M
-152
Closed -$5K
FTI icon
106
TechnipFMC
FTI
$28.6B
-81
Closed -$2K
GILD icon
107
Gilead Sciences
GILD
$165B
-51
Closed -$3K
GRC icon
108
Gorman-Rupp
GRC
$2.07B
-88
Closed -$3K
HPE icon
109
Hewlett Packard
HPE
$58.8B
-256
Closed -$4K
HPQ icon
110
HP
HPQ
$26B
-104
Closed -$2K
INTC icon
111
Intel
INTC
$413B
-105
Closed -$4K
IVV icon
112
iShares Core S&P 500 ETF
IVV
$858B
-145
Closed -$34K
JPM icon
113
JPMorgan Chase
JPM
$916B
-34
Closed -$3K
LECO icon
114
Lincoln Electric
LECO
$14.1B
-210
Closed -$18K
NVO
115
Novo Nordisk
NVO
$228B
-1,150
Closed -$20K
WFC icon
116
Wells Fargo
WFC
$254B
-305
Closed -$17K
GG
117
DELISTED
Goldcorp Inc
GG
-45
Closed -$1K
SLY
118
DELISTED
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
-144
Closed -$9K

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Lenox Wealth Advisors's Q2 2017 Portfolio in Review

As of Q2 2017, Lenox Wealth Advisors held 118 positions worth $305M, down 7% from $328M the previous quarter. Its ten largest holdings account for 96% of the portfolio.

Lenox Wealth Advisors withdrew a net $31.6M in Q2 2017, closing 19 positions and reducing 16 holdings. Its most notable exit was American Electric Power, an estimated $47K position sold in full.

By sector, the portfolio is most concentrated in Technology at 0.35% of assets, up from 0.3% a quarter earlier, followed by Consumer Staples and Consumer Discretionary.

Against the trend, Lenox Wealth Advisors opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF worth $578K.

  • Lenox Wealth Advisors's largest Q2 2017 buy was iShares iBoxx $ Investment Grade Corporate Bond ETF: 4,795 shares worth $578K.
  • Lenox Wealth Advisors added most to Vanguard Total World Stock ETF in Q2 2017, an estimated $1.44M increase.
  • Lenox Wealth Advisors's biggest Q2 2017 reduction was Invesco S&P 500 BuyWrite ETF, cutting an estimated $30.4M.
  • Lenox Wealth Advisors fully exited American Electric Power in Q2 2017, selling an estimated $47K.
  • Lenox Wealth Advisors's ten largest holdings make up 96% of its $305M portfolio in Q2 2017.
  • Lenox Wealth Advisors opened 31 new positions and closed 19 in Q2 2017.
  • Lenox Wealth Advisors's portfolio value fell 7% quarter-over-quarter to $305M.

Based on Lenox Wealth Advisors's 13F filing for Q2 2017, filed 10 Jul 2017.