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
201
$28K 0.01%
101
+84
202
$28K 0.01%
+106
203
$28K 0.01%
490
+447
204
$28K 0.01%
819
+759
205
$28K 0.01%
264
+65
206
$27K 0.01%
443
+21
207
$27K 0.01%
1,500
208
$27K 0.01%
501
+395
209
$26K 0.01%
358
+127
210
$26K 0.01%
636
+540
211
$26K 0.01%
493
+395
212
$25K 0.01%
299
+201
213
$25K 0.01%
180
+143
214
$25K 0.01%
+261
215
$25K 0.01%
+1,500
216
$24K 0.01%
364
+234
217
$24K 0.01%
596
+412
218
$24K 0.01%
70
+52
219
$24K 0.01%
950
220
$24K 0.01%
180
+139
221
$23K 0.01%
+1,173
222
$23K 0.01%
+476
223
$23K 0.01%
+65
224
$23K 0.01%
+177
225
$23K 0.01%
1,502
+1,392
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