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
$194M
AUM Growth
+$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$39.5M
2
+$5.15M
3
+$3.84M
4
GLW icon
Corning
GLW
+$195K
5
SSP icon
E.W. Scripps
SSP
+$187K

Top Sells

1
+$1.92M
2
+$897K
3
+$475K
4
T icon
AT&T
T
+$357K
5
AXP icon
American Express
AXP
+$346K

Sector Composition

1 Consumer Staples 22.08%
2 Financials 22.02%
3 Healthcare 21.59%
4 Communication Services 15.06%
5 Materials 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$17K 0.01%
289
-6,062
127
$17K 0.01%
176
128
$16K 0.01%
1,680
129
$16K 0.01%
684
-6,349
130
$16K 0.01%
273
+10
131
$16K 0.01%
600
132
$16K 0.01%
210
-232
133
$15K 0.01%
268
134
$14K 0.01%
180
135
$14K 0.01%
1,212
-16,788
136
$13K 0.01%
509
-563
137
$13K 0.01%
1,035
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138
$13K 0.01%
161
139
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115
140
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156
141
$11K 0.01%
114
142
$11K 0.01%
128
143
$10K 0.01%
103
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144
$10K 0.01%
141
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$10K 0.01%
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146
$10K 0.01%
433
147
$9K ﹤0.01%
200
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148
$9K ﹤0.01%
250
149
$8K ﹤0.01%
300
150
$8K ﹤0.01%
275
4 5
6
7 8