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
$310M
AUM Growth
-$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$3.39M
3
+$1.58M
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$1.53M
5
SONY icon
Sony
SONY
+$1.21M

Top Sells

1
+$7.27M
2
+$2.65M
3
+$1.57M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.55M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.23M

Sector Composition

1 Financials 16.61%
2 Consumer Staples 14.74%
3 Technology 9.55%
4 Healthcare 5.01%
5 Industrials 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$33K 0.01%
500
227
$33K 0.01%
355
+45
228
$31K 0.01%
1,680
229
$30K 0.01%
527
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230
$30K 0.01%
870
231
$30K 0.01%
573
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232
$29K 0.01%
181
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233
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790
234
$29K 0.01%
296
235
$27K 0.01%
462
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236
$27K 0.01%
2,517
237
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805
238
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129
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239
$27K 0.01%
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240
$26K 0.01%
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241
$26K 0.01%
242
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242
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243
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244
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150
246
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357
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247
$25K 0.01%
557
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248
$24K 0.01%
155
249
$24K 0.01%
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250
$24K 0.01%
228
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10
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