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
$95.1M
AUM Growth
+$1.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.22M
3
+$1.19M
4
FL
Foot Locker
FL
+$1.18M
5
HRB icon
H&R Block
HRB
+$1.16M

Top Sells

1
+$1.57M
2
+$1.12M
3
+$1.12M
4
PAYX icon
Paychex
PAYX
+$1.07M
5
HAS icon
Hasbro
HAS
+$1.05M

Sector Composition

1 Industrials 42.61%
2 Technology 31.42%
3 Consumer Discretionary 9.55%
4 Energy 3.55%
5 Consumer Staples 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 1.11%
+8,135
27
$1.05M 1.1%
+22,939
28
$1.01M 1.06%
+9,091
29
$993K 1.04%
+16,108
30
$808K 0.85%
6,749
-2,959
31
$800K 0.84%
27,665
-54,180
32
$796K 0.83%
3,845
-3,116
33
$763K 0.8%
+7,207
34
$555K 0.58%
6,154
35
$539K 0.56%
6,748
+219
36
$481K 0.5%
14,772
+30
37
$462K 0.48%
68,872
+12,254
38
$414K 0.43%
21,241
39
$385K 0.4%
8,229
-200
40
$365K 0.38%
21,515
-11,825
41
$355K 0.37%
21,133
+7,137
42
$350K 0.37%
7,115
-3,207
43
$310K 0.32%
6,020
-1,000
44
$309K 0.32%
10,001
-36,090
45
$255K 0.27%
30,000
+20,000
46
$249K 0.26%
3,767
47
$196K 0.21%
5,678
48
$177K 0.19%
12,810
+135
49
$107K 0.11%
+20,000
50
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