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
$336M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1 +$5.27M
2 +$4.89M
3 +$4.52M
4
PG icon
Procter & Gamble
PG
+$3.08M
5
KSU
Kansas City Southern
KSU
+$1.93M

Sector Composition

1 Financials 16.23%
2 Consumer Staples 15.62%
3 Technology 11.66%
4 Healthcare 4.8%
5 Industrials 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$11K ﹤0.01%
+171
352
$11K ﹤0.01%
+375
353
$11K ﹤0.01%
86
+11
354
$11K ﹤0.01%
130
+30
355
$11K ﹤0.01%
140
356
$11K ﹤0.01%
344
+296
357
$11K ﹤0.01%
3,034
+2,376
358
$11K ﹤0.01%
1,666
359
$10K ﹤0.01%
250
360
$10K ﹤0.01%
+678
361
$10K ﹤0.01%
116
362
$10K ﹤0.01%
630
+612
363
$10K ﹤0.01%
642
+130
364
$10K ﹤0.01%
123
-254
365
$10K ﹤0.01%
+511
366
$10K ﹤0.01%
214
+1
367
$9K ﹤0.01%
61
+53
368
$9K ﹤0.01%
+279
369
$9K ﹤0.01%
398
+377
370
$9K ﹤0.01%
+179
371
$9K ﹤0.01%
279
372
$9K ﹤0.01%
200
-51
373
$9K ﹤0.01%
400
374
$9K ﹤0.01%
524
-1,370
375
$8K ﹤0.01%
15,450
+14,430