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
176
$38K 0.01%
2,302
+2,134
177
$37K 0.01%
500
+400
178
$36K 0.01%
1,069
+14
179
$35K 0.01%
233
+182
180
$35K 0.01%
151
+118
181
$35K 0.01%
1,965
+1,820
182
$35K 0.01%
716
+664
183
$34K 0.01%
515
+398
184
$34K 0.01%
196
+179
185
$34K 0.01%
+400
186
$32K 0.01%
726
+570
187
$32K 0.01%
185
+156
188
$32K 0.01%
+500
189
$31K 0.01%
153
+144
190
$31K 0.01%
313
+248
191
$31K 0.01%
+703
192
$30K 0.01%
305
+215
193
$30K 0.01%
504
+295
194
$30K 0.01%
127
+103
195
$29K 0.01%
2,660
+2,095
196
$29K 0.01%
127
+118
197
$28K 0.01%
396
+361
198
$28K 0.01%
+2,500
199
$28K 0.01%
325
+254
200
$28K 0.01%
+700
6 7
8
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