LWA
Lenox Wealth Advisors Portfolio holdings
AUM
$798M
1-Year Return
5.74%
This Quarter Return
+3.98%
1 Year Return
+5.74%
3 Year Return
+35.75%
5 Year Return
+52.74%
10 Year Return
–
AUM
$492M
AUM Growth
+$39.7M
(+8.8%)
Cap. Flow
+$22.5M
Cap. Flow
% of AUM
4.57%
Top 10 Holdings %
Top 10 Hldgs %
87.52%
Holding
599
New
35
Increased
69
Reduced
166
Closed
182
Top Buys
Top Sells
| 1 |
CET
Central Securities Corp
CET
|
$338K |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$283K |
| 3 |
HES
Hess
HES
|
$201K |
| 4 |
Calavo Growers
CVGW
|
$193K |
| 5 |
Moody's
MCO
|
$130K |
Sector Composition
| 1 | Technology | 1.16% |
| 2 | Consumer Discretionary | 0.94% |
| 3 | Financials | 0.86% |
| 4 | Healthcare | 0.85% |
| 5 | Consumer Staples | 0.59% |
