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
$104M
AUM Growth
+$4.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.33M
3
+$1.51M
4
UPS icon
United Parcel Service
UPS
+$1.36M
5
UST icon
ProShares Ultra 7-10 Year Treasury
UST
+$1.31M

Top Sells

1
+$4.82M
2
+$4.75M
3
+$3.14M
4
UWM icon
ProShares Ultra Russell2000
UWM
+$2.89M
5
EPC icon
Edgewell Personal Care
EPC
+$1.71M

Sector Composition

1 Industrials 35.68%
2 Technology 22.48%
3 Consumer Staples 5.77%
4 Consumer Discretionary 4.73%
5 Energy 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$983K 0.88%
63,926
+400
27
$979K 0.87%
+56,546
28
$959K 0.86%
28,080
+14,555
29
$942K 0.84%
12,414
+1,792
30
$940K 0.84%
+11,717
31
$939K 0.84%
10,711
+1,857
32
$937K 0.84%
+11,605
33
$935K 0.83%
5,368
+1,062
34
$935K 0.83%
+22,509
35
$934K 0.83%
+7,347
36
$932K 0.83%
+7,429
37
$886K 0.79%
+9,080
38
$859K 0.77%
30,012
+7,856
39
$836K 0.75%
13,243
+6,128
40
$735K 0.66%
10,007
+7
41
$657K 0.59%
6,557
+183
42
$654K 0.58%
7,067
+2,881
43
$646K 0.58%
13,162
+4,733
44
$480K 0.43%
21,241
45
$471K 0.42%
2,407
46
$469K 0.42%
56,789
+1,830
47
$447K 0.4%
6,154
48
$425K 0.38%
14,708
+652
49
$334K 0.3%
5,678
50
$329K 0.29%
7,335
+315
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