LWA
Lenox Wealth Advisors Portfolio holdings
AUM
$798M
This Quarter Return
+5.6%
1 Year Return
+5.74%
3 Year Return
+35.75%
5 Year Return
+52.74%
10 Year Return
–
AUM
$328M
AUM Growth
+$328M
(+5.8%)
Cap. Flow
+$1.06M
Cap. Flow
% of AUM
0.32%
Top 10 Holdings %
Top 10 Hldgs %
95.38%
Holding
124
New
15
Increased
26
Reduced
14
Closed
36
Top Buys
Top Sells
| 1 |
BID
Sotheby's
BID
|
$3.19M |
| 2 |
AGN
Allergan plc
AGN
|
$910K |
| 3 |
Apple
AAPL
|
$151K |
| 4 |
Meta Platforms (Facebook)
META
|
$148K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$120K |
Sector Composition
| 1 | Consumer Staples | 0.34% |
| 2 | Technology | 0.3% |
| 3 | Consumer Discretionary | 0.18% |
| 4 | Communication Services | 0.11% |
| 5 | Utilities | 0.11% |
