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
$336M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1 +$5.27M
2 +$4.89M
3 +$4.52M
4
PG icon
Procter & Gamble
PG
+$3.08M
5
KSU
Kansas City Southern
KSU
+$1.93M

Sector Composition

1 Financials 16.23%
2 Consumer Staples 15.62%
3 Technology 11.66%
4 Healthcare 4.8%
5 Industrials 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$89K 0.03%
1,010
-14
177
$82K 0.02%
982
-44
178
$81K 0.02%
482
+327
179
$80K 0.02%
1,870
-125
180
$78K 0.02%
+42
181
$78K 0.02%
443
182
$77K 0.02%
1,411
-296
183
$76K 0.02%
1,261
-2,041
184
$75K 0.02%
1,418
-61
185
$71K 0.02%
749
-9,993
186
$66K 0.02%
853
-54
187
$66K 0.02%
977
-421
188
$66K 0.02%
1,449
+1,159
189
$66K 0.02%
293
-5
190
$61K 0.02%
574
+563
191
$59K 0.02%
302
+43
192
$57K 0.02%
1,852
+5
193
$55K 0.02%
494
-399
194
$55K 0.02%
347
-18
195
$55K 0.02%
459
196
$54K 0.02%
1,904
197
$54K 0.02%
654
+87
198
$53K 0.02%
1,542
-3,678
199
$52K 0.02%
870
200
$52K 0.02%
1,300