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
$321M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
743
New
Increased
Reduced
Closed

Top Buys

1 +$13.3M
2 +$10.3M
3 +$5.03M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$2.32M
5
CHRW icon
C.H. Robinson
CHRW
+$915K

Sector Composition

1 Consumer Staples 15.85%
2 Financials 15.58%
3 Technology 11.66%
4 Healthcare 4.84%
5 Industrials 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$1K ﹤0.01%
55
-267
552
$1K ﹤0.01%
54
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553
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+67
554
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+20
555
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+48
556
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+29
557
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+57
558
$1K ﹤0.01%
108
559
$1K ﹤0.01%
+20
560
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+31
561
$1K ﹤0.01%
68
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562
$1K ﹤0.01%
80
-1,084
563
$1K ﹤0.01%
39
-38,971
564
$1K ﹤0.01%
367
565
$1K ﹤0.01%
+138
566
$1K ﹤0.01%
+31
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$0 ﹤0.01%
2
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$0 ﹤0.01%
1
569
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570
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571
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572
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573
-823
574
$0 ﹤0.01%
18
575
-27