LWM

Lyons Wealth Management Portfolio holdings

AUM $34.1M
1-Year Est. Return 23.87%
This Quarter Est. Return
1 Year Est. Return
+23.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.7M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$13M
3
+$12.8M
4
UWM icon
ProShares Ultra Russell2000
UWM
+$7.67M
5
SSO icon
ProShares Ultra S&P500
SSO
+$7.62M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 25.81%
2 Technology 14.6%
3 Healthcare 4.87%
4 Energy 3.8%
5 Communication Services 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$376K 0.38%
+7,639
27
$368K 0.37%
+3,098
28
$359K 0.36%
+3,643
29
$344K 0.35%
+6,154
30
$339K 0.34%
+8,748
31
$339K 0.34%
+8,435
32
$329K 0.33%
+6,959
33
$312K 0.32%
+11,610
34
$303K 0.31%
+4,588
35
$301K 0.3%
+6,628
36
$298K 0.3%
+5,239
37
$292K 0.3%
+4,266
38
$283K 0.29%
+11,730
39
$279K 0.28%
+5,330
40
$275K 0.28%
+2,907
41
$275K 0.28%
+6,247
42
$274K 0.28%
+6,064
43
$273K 0.28%
+3,179
44
$270K 0.27%
+4,846
45
$269K 0.27%
+3,176
46
$262K 0.27%
+6,663
47
$260K 0.26%
+4,812
48
$260K 0.26%
+3,125
49
$257K 0.26%
+7,480
50
$252K 0.26%
+7,215
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