LWM

Lenox Wealth Management Portfolio holdings

AUM $327M
1-Year Est. Return 5.1%
This Quarter Est. Return
1 Year Est. Return
+5.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$2.61M
3
+$501K
4
GE icon
GE Aerospace
GE
+$225K
5
AAPL icon
Apple
AAPL
+$217K

Top Sells

1
+$2.17M
2
+$236K
3
+$209K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$137K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$120K

Sector Composition

1 Consumer Staples 36.39%
2 Financials 29.69%
3 Communication Services 12.58%
4 Technology 1.74%
5 Industrials 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1K ﹤0.01%
28
227
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228
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49
229
$1K ﹤0.01%
500
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30
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$1K ﹤0.01%
70
232
$1K ﹤0.01%
11
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234
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10
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$0 ﹤0.01%
4
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$0 ﹤0.01%
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$0 ﹤0.01%
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4
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$0 ﹤0.01%
5
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10
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