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
176
-103
177
-23
178
-651
179
-141
180
-600
181
$0 ﹤0.01%
6
182
$0 ﹤0.01%
170
183
$0 ﹤0.01%
1
184
-100
185
-156
186
-3,750