LWM
Lenox Wealth Management Portfolio holdings
AUM
$327M
This Quarter Return
+2.27%
1 Year Return
+5.1%
3 Year Return
+24.72%
5 Year Return
+46.62%
10 Year Return
–
AUM
$148M
AUM Growth
+$148M
(+1.4%)
Cap. Flow
-$20.7K
Cap. Flow
% of AUM
-0.01%
Top 10 Holdings %
Top 10 Hldgs %
90.82%
Holding
170
New
1
Increased
27
Reduced
53
Closed
8
Top Buys
| 1 |
Procter & Gamble
PG
|
$1.94M |
| 2 |
SPDR Gold Trust
GLD
|
$70K |
| 3 |
FFC
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
|
$38K |
| 4 |
Qualcomm
QCOM
|
$27.4K |
| 5 |
Exxon Mobil
XOM
|
$27.2K |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$820K |
| 2 |
E.W. Scripps
SSP
|
$489K |
| 3 |
SPDR S&P Dividend ETF
SDY
|
$216K |
| 4 |
Freeport-McMoran
FCX
|
$132K |
| 5 |
Apple
AAPL
|
$128K |
Sector Composition
| 1 | Consumer Staples | 30.82% |
| 2 | Financials | 29.72% |
| 3 | Communication Services | 19.54% |
| 4 | Technology | 3.12% |
| 5 | Industrials | 1.52% |
