LWM
Lenox Wealth Management Portfolio holdings
AUM
$327M
1-Year Return
5.1%
This Quarter Return
-2.26%
1 Year Return
+5.1%
3 Year Return
+24.72%
5 Year Return
+46.62%
10 Year Return
–
AUM
$310M
AUM Growth
-$18.8M
(-5.7%)
Cap. Flow
-$5.99M
Cap. Flow
% of AUM
-1.93%
Top 10 Holdings %
Top 10 Hldgs %
45.54%
Holding
540
New
41
Increased
161
Reduced
144
Closed
40
Top Buys
| 1 |
HDFC Bank
HDB
|
$3.49M |
| 2 |
Procter & Gamble
PG
|
$3.39M |
| 3 |
iShares Gold Trust
IAU
|
$1.58M |
| 4 |
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
|
$1.53M |
| 5 |
Sony
SONY
|
$1.21M |
Top Sells
Sector Composition
| 1 | Financials | 16.61% |
| 2 | Consumer Staples | 14.74% |
| 3 | Technology | 9.55% |
| 4 | Healthcare | 5.01% |
| 5 | Industrials | 3.8% |
