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
$329M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1 +$3.88M
2 +$2.65M
3 +$1.74M
4
WPP icon
WPP
WPP
+$1.36M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.2M

Top Sells

1 +$2.26M
2 +$1.7M
3 +$1.52M
4
GLD icon
SPDR Gold Trust
GLD
+$1.22M
5
MSFT icon
Microsoft
MSFT
+$871K

Sector Composition

1 Financials 15.28%
2 Consumer Staples 14.63%
3 Technology 8.38%
4 Communication Services 5.4%
5 Healthcare 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$0 ﹤0.01%
6
477
$0 ﹤0.01%
170
478
$0 ﹤0.01%
4
479
-61,184