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
$429M
AUM Growth
+$71.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$45.3M
2
+$38.4M
3
+$3.79M
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$2.71M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.47M

Top Sells

1
+$43.7M
2
+$207K
3
+$190K
4
DUK icon
Duke Energy
DUK
+$184K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$164K

Sector Composition

1 Technology 1.23%
2 Financials 0.88%
3 Consumer Discretionary 0.6%
4 Healthcare 0.54%
5 Industrials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$55K 0.01%
924
+864
152
$54K 0.01%
+575
153
$53K 0.01%
812
+712
154
$50K 0.01%
1,748
+1,534
155
$50K 0.01%
473
+439
156
$50K 0.01%
1,813
-4,994
157
$49K 0.01%
665
158
$49K 0.01%
1,980
+1,872
159
$49K 0.01%
358
+244
160
$49K 0.01%
3,458
+3,203
161
$48K 0.01%
3,000
162
$48K 0.01%
6,000
163
$48K 0.01%
+386
164
$46K 0.01%
331
+295
165
$45K 0.01%
349
+204
166
$44K 0.01%
1,745
+1,617
167
$42K 0.01%
307
+240
168
$42K 0.01%
2,369
+2,198
169
$40K 0.01%
5,003
+4,641
170
$40K 0.01%
519
+473
171
$39K 0.01%
468
+281
172
$39K 0.01%
1,450
+1,343
173
$38K 0.01%
374
-53
174
$38K 0.01%
+600
175
$38K 0.01%
425
+394
5 6
7
8 9