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
151
$16K 0.01%
+400
152
$15K 0.01%
+52
153
$15K 0.01%
115
154
$15K 0.01%
+612
155
$15K 0.01%
144
+88
156
$15K 0.01%
600
157
$15K 0.01%
+2,250
158
$15K 0.01%
+162
159
$15K 0.01%
181
160
$14K 0.01%
187
161
$14K 0.01%
205
+160
162
$13K ﹤0.01%
118
+68
163
$13K ﹤0.01%
162
164
$13K ﹤0.01%
+251
165
$12K ﹤0.01%
+341
166
$12K ﹤0.01%
316
167
$12K ﹤0.01%
347
-25
168
$12K ﹤0.01%
286
169
$11K ﹤0.01%
+200
170
$11K ﹤0.01%
138
171
$11K ﹤0.01%
241
172
$11K ﹤0.01%
210
173
$11K ﹤0.01%
130
174
$11K ﹤0.01%
251
+117
175
$11K ﹤0.01%
1,090
+530
5 6
7
8 9