LWM
Lenox Wealth Management Portfolio holdings
AUM
$327M
This Quarter Return
+6.66%
1 Year Return
+5.1%
3 Year Return
+24.72%
5 Year Return
+46.62%
10 Year Return
–
AUM
$151M
AUM Growth
–
Cap. Flow
+$151M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
87.57%
Holding
187
New
186
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$39.6M |
| 2 |
Procter & Gamble
PG
|
$38.7M |
| 3 |
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
|
$25.2M |
| 4 |
SPDR Gold Trust
GLD
|
$14.4M |
| 5 |
E.W. Scripps
SSP
|
$7.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 28.49% |
| 2 | Consumer Staples | 26.29% |
| 3 | Communication Services | 22.29% |
| 4 | Technology | 3.21% |
| 5 | Industrials | 1.98% |
