LWA
Lenox Wealth Advisors Portfolio holdings
AUM
$798M
1-Year Return
5.74%
This Quarter Return
+5.01%
1 Year Return
+5.74%
3 Year Return
+35.75%
5 Year Return
+52.74%
10 Year Return
–
AUM
$781M
AUM Growth
+$51.6M
(+7.1%)
Cap. Flow
+$14.9M
Cap. Flow
% of AUM
1.91%
Top 10 Holdings %
Top 10 Hldgs %
76.86%
Holding
839
New
108
Increased
151
Reduced
145
Closed
101
Top Buys
Top Sells
| 1 |
WTPI
WisdomTree Equity Premium Income Fund
WTPI
|
$50.9M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$2.07M |
| 3 |
Charter Communications
CHTR
|
$557K |
| 4 |
Navient
NAVI
|
$386K |
| 5 |
MBIA
MBI
|
$308K |
Sector Composition
| 1 | Technology | 1.8% |
| 2 | Consumer Discretionary | 1.09% |
| 3 | Financials | 0.85% |
| 4 | Communication Services | 0.81% |
| 5 | Healthcare | 0.59% |
