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
451
$4K ﹤0.01%
75
452
$4K ﹤0.01%
+138
453
$4K ﹤0.01%
+336
454
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+326
455
$4K ﹤0.01%
127
+59
456
$4K ﹤0.01%
+218
457
$4K ﹤0.01%
+238
458
$4K ﹤0.01%
127
-431
459
$4K ﹤0.01%
75
460
$4K ﹤0.01%
+122
461
$3K ﹤0.01%
+300
462
$3K ﹤0.01%
14
463
$3K ﹤0.01%
11
464
$3K ﹤0.01%
+126
465
$3K ﹤0.01%
+110
466
$3K ﹤0.01%
+147
467
$3K ﹤0.01%
100
468
$3K ﹤0.01%
+231
469
$3K ﹤0.01%
113
-211
470
$3K ﹤0.01%
+26
471
$3K ﹤0.01%
62
+10
472
$3K ﹤0.01%
+85
473
$3K ﹤0.01%
+210
474
$3K ﹤0.01%
41
+16
475
$3K ﹤0.01%
90
+57