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
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3
+1
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259
-1,613
260
$0 ﹤0.01%
170