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
$106M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$10.9M
2 +$10.5M
3 +$6.37M
4
MVV icon
ProShares Ultra MidCap400
MVV
+$6.26M
5
QCOM icon
Qualcomm
QCOM
+$3.21M

Top Sells

1 +$15.3M
2 +$13.4M
3 +$7.22M
4
UST icon
ProShares Ultra 7-10 Year Treasury
UST
+$4.23M
5
JNJ icon
Johnson & Johnson
JNJ
+$2.11M

Sector Composition

1 Industrials 31.77%
2 Technology 17.99%
3 Energy 4.68%
4 Healthcare 2.53%
5 Consumer Staples 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$581K 0.55%
5,445
+1,354
27
$573K 0.54%
+10,436
28
$568K 0.53%
+4,808
29
$568K 0.53%
11,211
+3,098
30
$567K 0.53%
36,725
+12,863
31
$560K 0.53%
3,109
-543
32
$555K 0.52%
+24,236
33
$545K 0.51%
+18,712
34
$544K 0.51%
9,659
+3,333
35
$538K 0.51%
+6,447
36
$525K 0.49%
+10,505
37
$492K 0.46%
17,657
+6,525
38
$433K 0.41%
6,154
39
$415K 0.39%
8,429
-4,893
40
$402K 0.38%
28,064
+2,484
41
$362K 0.34%
8,610
-112
42
$360K 0.34%
+35,837
43
$337K 0.32%
7,520
-315
44
$334K 0.31%
5,678
45
$277K 0.26%
21,241
46
$276K 0.26%
+2,777
47
$275K 0.26%
2,030
-113,206
48
$258K 0.24%
+6,731
49
$254K 0.24%
+8,239
50
$238K 0.22%
+2,812