LWM
Lenox Wealth Management Portfolio holdings
AUM
$327M
1-Year Return
5.1%
This Quarter Return
+4.73%
1 Year Return
+5.1%
3 Year Return
+24.72%
5 Year Return
+46.62%
10 Year Return
–
AUM
$336M
AUM Growth
+$25.2M
(+8.1%)
Cap. Flow
+$6.66M
Cap. Flow
% of AUM
1.98%
Top 10 Holdings %
Top 10 Hldgs %
42.15%
Holding
707
New
114
Increased
206
Reduced
174
Closed
52
Top Buys
| 1 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
$5.27M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$4.89M |
| 3 |
Grifois
GRFS
|
$4.52M |
| 4 |
Procter & Gamble
PG
|
$3.08M |
| 5 |
KSU
Kansas City Southern
KSU
|
$1.93M |
Top Sells
Sector Composition
| 1 | Financials | 16.23% |
| 2 | Consumer Staples | 15.62% |
| 3 | Technology | 11.66% |
| 4 | Healthcare | 4.8% |
| 5 | Industrials | 4.36% |
