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
151
$8K ﹤0.01%
175
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$7K ﹤0.01%
308
153
$7K ﹤0.01%
143
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151
+24
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$7K ﹤0.01%
400
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$6K ﹤0.01%
550
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$6K ﹤0.01%
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122
+30
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$5K ﹤0.01%
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348
+320
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$5K ﹤0.01%
200
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$5K ﹤0.01%
69
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40
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$4K ﹤0.01%
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$4K ﹤0.01%
70
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$4K ﹤0.01%
151
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$4K ﹤0.01%
260
168
$3K ﹤0.01%
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$3K ﹤0.01%
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$3K ﹤0.01%
7
171
$3K ﹤0.01%
190
172
$3K ﹤0.01%
60
173
$2K ﹤0.01%
17
-30
174
$2K ﹤0.01%
70
+40
175
$1K ﹤0.01%
150
4 5 6
7
8