LWM

Lyons Wealth Management Portfolio holdings

AUM $34.1M
1-Year Est. Return 23.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.9M
AUM Growth
-$2.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$4.54M
3
+$4.14M
4
AAPL icon
Apple
AAPL
+$1.85M
5
ABBV icon
AbbVie
ABBV
+$440K

Top Sells

1
+$12.8M
2
+$7.62M
3
+$2.72M
4
UWM icon
ProShares Ultra Russell2000
UWM
+$1.98M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.91M

Sector Composition

1 Industrials 30.58%
2 Technology 14.56%
3 Healthcare 4.99%
4 Energy 2.68%
5 Communication Services 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$353K 0.37%
8,722
-26
27
$344K 0.36%
+8,155
28
$344K 0.36%
6,326
+1,087
29
$334K 0.35%
+23,862
30
$333K 0.35%
25,580
+6,000
31
$332K 0.35%
+11,132
32
$323K 0.34%
7,835
-600
33
$320K 0.34%
+5,163
34
$313K 0.33%
+3,412
35
$305K 0.32%
+12,255
36
$299K 0.32%
5,678
-500
37
$296K 0.31%
11,610
38
$284K 0.3%
+29,956
39
$283K 0.3%
+4,175
40
$281K 0.3%
+8,722
41
$262K 0.28%
7,615
+400
42
$223K 0.24%
+2,444
43
$215K 0.23%
6,257
-1,223
44
$213K 0.22%
2,221
-200
45
$200K 0.21%
+3,182
46
$169K 0.18%
21,241
47
$168K 0.18%
22,317
-63
48
$167K 0.18%
10,145
49
$136K 0.14%
+4,120
50
$107K 0.11%
25,340
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