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
$99.8M
AUM Growth
-$6.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$3.82M
3
+$1.14M
4
GEN icon
Gen Digital
GEN
+$902K
5
MA icon
Mastercard
MA
+$781K

Top Sells

1
+$10.8M
2
+$6.26M
3
+$3.52M
4
SSO icon
ProShares Ultra S&P500
SSO
+$2.32M
5
MPC icon
Marathon Petroleum
MPC
+$698K

Sector Composition

1 Industrials 32.24%
2 Technology 20.66%
3 Healthcare 4.83%
4 Energy 4%
5 Consumer Staples 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$771K 0.77%
+22,308
27
$770K 0.77%
8,854
+2,407
28
$752K 0.75%
24,842
+6,130
29
$748K 0.75%
+10,000
30
$734K 0.74%
14,337
+3,221
31
$720K 0.72%
9,899
+1,968
32
$716K 0.72%
15,008
+2,962
33
$713K 0.71%
+15,911
34
$683K 0.68%
22,156
+1,357
35
$672K 0.67%
13,525
+3,866
36
$569K 0.57%
12,748
-1,292
37
$532K 0.53%
+20,091
38
$524K 0.52%
+10,000
39
$463K 0.46%
+11,700
40
$451K 0.45%
+2,407
41
$444K 0.44%
54,959
+34,117
42
$404K 0.4%
6,154
43
$401K 0.4%
8,429
44
$400K 0.4%
21,241
45
$379K 0.38%
14,056
-14,008
46
$359K 0.36%
5,678
47
$295K 0.3%
7,020
-500
48
$272K 0.27%
+6,346
49
$272K 0.27%
+4,186
50
$266K 0.27%
7,115
-15,189
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