LWM
Lyons Wealth Management Portfolio holdings
AUM
$34.1M
1-Year Return
23.87%
This Quarter Return
-1.79%
1 Year Return
+23.87%
3 Year Return
+40.38%
5 Year Return
+55.54%
10 Year Return
–
AUM
$91.8M
AUM Growth
-$3.3M
(-3.5%)
Cap. Flow
+$144K
Cap. Flow
% of AUM
0.16%
Top 10 Holdings %
Top 10 Hldgs %
67.61%
Holding
68
New
12
Increased
12
Reduced
16
Closed
11
Top Buys
| 1 |
Valero Energy
VLO
|
$1.45M |
| 2 |
Marathon Petroleum
MPC
|
$1.2M |
| 3 |
Clorox
CLX
|
$1.18M |
| 4 |
3M
MMM
|
$1.18M |
| 5 |
Texas Instruments
TXN
|
$1.12M |
Top Sells
| 1 |
Genuine Parts
GPC
|
$1.22M |
| 2 |
HP
HPQ
|
$1.19M |
| 3 |
AbbVie
ABBV
|
$1.13M |
| 4 |
Western Union
WU
|
$1.13M |
| 5 |
Colgate-Palmolive
CL
|
$1.1M |
Sector Composition
| 1 | Industrials | 39.51% |
| 2 | Technology | 34.6% |
| 3 | Consumer Discretionary | 8.16% |
| 4 | Energy | 6.61% |
| 5 | Consumer Staples | 2.92% |
