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
$138M
AUM Growth
-$6.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$347K
2
+$166K
3
+$141K
4
AMZN icon
Amazon
AMZN
+$102K
5
SLV icon
iShares Silver Trust
SLV
+$82.4K

Top Sells

1
+$7.54M
2
+$1.57M
3
+$205K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$171K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$124K

Sector Composition

1 Consumer Staples 33.76%
2 Financials 31.96%
3 Communication Services 11.47%
4 Technology 1.72%
5 Industrials 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$6K ﹤0.01%
135
177
$6K ﹤0.01%
650
178
$6K ﹤0.01%
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56
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79
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216
-217
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$5K ﹤0.01%
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$5K ﹤0.01%
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$4K ﹤0.01%
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40
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404
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$4K ﹤0.01%
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$4K ﹤0.01%
7
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$4K ﹤0.01%
70
199
$3K ﹤0.01%
308
200
$3K ﹤0.01%
100
6 7
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9 10