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
126
$22K 0.01%
392
+74
127
$21K 0.01%
+200
128
$20K 0.01%
+750
129
$20K 0.01%
395
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130
$20K 0.01%
170
+159
131
$20K 0.01%
+319
132
$19K 0.01%
+175
133
$19K 0.01%
257
+67
134
$19K 0.01%
423
135
$19K 0.01%
+175
136
$19K 0.01%
355
+260
137
$19K 0.01%
+206
138
$19K 0.01%
282
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139
$18K 0.01%
+590
140
$18K 0.01%
346
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141
$18K 0.01%
232
142
$18K 0.01%
186
+1
143
$18K 0.01%
+250
144
$17K 0.01%
155
145
$17K 0.01%
260
146
$17K 0.01%
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147
$17K 0.01%
702
+100
148
$16K 0.01%
143
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149
$16K 0.01%
328
150
$16K 0.01%
320
4 5
6
7 8