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
$145M
AUM Growth
-$48.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$513K
2
+$114K
3
+$60.9K
4
T icon
AT&T
T
+$50.3K
5
EBAY icon
eBay
EBAY
+$49.7K

Top Sells

1
+$22.8M
2
+$1.81M
3
+$894K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$542K
5
AAPL icon
Apple
AAPL
+$347K

Sector Composition

1 Financials 28.31%
2 Consumer Staples 28.12%
3 Communication Services 21.99%
4 Technology 3.13%
5 Industrials 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$11K 0.01%
1,247
+30
127
$10K 0.01%
229
-254
128
$10K 0.01%
250
129
$9K 0.01%
433
130
$8K 0.01%
300
131
$8K 0.01%
100
-357
132
$8K 0.01%
275
133
$8K 0.01%
175
134
$7K ﹤0.01%
550
135
$7K ﹤0.01%
143
136
$7K ﹤0.01%
176
+25
137
$6K ﹤0.01%
308
138
$6K ﹤0.01%
108
139
$6K ﹤0.01%
122
140
$6K ﹤0.01%
80
+11
141
$6K ﹤0.01%
400
142
$5K ﹤0.01%
200
143
$5K ﹤0.01%
215
144
$5K ﹤0.01%
40
145
$5K ﹤0.01%
190
146
$5K ﹤0.01%
260
147
$4K ﹤0.01%
48
148
$4K ﹤0.01%
196
149
$4K ﹤0.01%
151
150
$3K ﹤0.01%
650
+500
4 5
6
7 8