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
$93.3M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.1M
3
+$1.1M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$1.06M
5
GD icon
General Dynamics
GD
+$1.06M

Top Sells

1
+$2.92M
2
+$1.66M
3
+$1.35M
4
UPS icon
United Parcel Service
UPS
+$1.32M
5
UST icon
ProShares Ultra 7-10 Year Treasury
UST
+$1.31M

Sector Composition

1 Industrials 36.77%
2 Technology 31.66%
3 Consumer Discretionary 7.54%
4 Energy 5.27%
5 Consumer Staples 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 1.08%
24,231
+1,722
27
$998K 1.07%
16,616
-310
28
$997K 1.07%
+15,759
29
$994K 1.07%
40,000
+28,400
30
$987K 1.06%
10,331
+1,251
31
$960K 1.03%
34,325
+4,313
32
$951K 1.02%
+14,239
33
$938K 1.01%
+28,090
34
$935K 1%
+12,256
35
$888K 0.95%
+13,746
36
$714K 0.77%
32,664
-8,874
37
$629K 0.67%
10,322
-2,921
38
$591K 0.63%
13,058
-56
39
$476K 0.51%
6,154
40
$472K 0.51%
14,742
+34
41
$426K 0.46%
56,618
-171
42
$423K 0.45%
22,288
-27,952
43
$421K 0.45%
8,429
-4,733
44
$401K 0.43%
21,241
45
$398K 0.43%
33,340
46
$374K 0.4%
50,592
-142,368
47
$335K 0.36%
7,020
-315
48
$325K 0.35%
+13,996
49
$238K 0.26%
5,678
50
$238K 0.26%
2,812
1
2
3 4