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
$148M
AUM Growth
+$2.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$70K
3
+$38K
4
QCOM icon
Qualcomm
QCOM
+$27.4K
5
XOM icon
Exxon Mobil
XOM
+$27.2K

Top Sells

1
+$820K
2
+$489K
3
+$216K
4
FCX icon
Freeport-McMoran
FCX
+$132K
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2K ﹤0.01%
70
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$1K ﹤0.01%
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154
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2
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$0 ﹤0.01%
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170
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3 4 5 6
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