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
$151M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1 +$39.6M
2 +$38.7M
3 +$25.2M
4
GLD icon
SPDR Gold Trust
GLD
+$14.4M
5
SSP icon
E.W. Scripps
SSP
+$7.2M

Top Sells

No sells this quarter

Sector Composition

1 Financials 28.49%
2 Consumer Staples 26.29%
3 Communication Services 22.29%
4 Technology 3.21%
5 Industrials 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$1K ﹤0.01%
+150
177
$1K ﹤0.01%
+30
178
$1K ﹤0.01%
+20
179
$1K ﹤0.01%
+170
180
$1K ﹤0.01%
+100
181
0
182
$0 ﹤0.01%
+10
183
$0 ﹤0.01%
+28
184
$0 ﹤0.01%
+2
185
$0 ﹤0.01%
+6
186
$0 ﹤0.01%
+6
187
$0 ﹤0.01%
+1