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
$91.8M
AUM Growth
-$3.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.2M
3
+$1.18M
4
MMM icon
3M
MMM
+$1.18M
5
TXN icon
Texas Instruments
TXN
+$1.12M

Top Sells

1
+$1.22M
2
+$1.19M
3
+$1.13M
4
WU icon
Western Union
WU
+$1.13M
5
CL icon
Colgate-Palmolive
CL
+$1.09M

Sector Composition

1 Industrials 39.51%
2 Technology 34.6%
3 Consumer Discretionary 8.16%
4 Energy 6.61%
5 Consumer Staples 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.05M 1.14%
6,870
-370
27
$1.04M 1.13%
+14,243
28
$1.01M 1.1%
+7,283
29
$934K 1.01%
+29,894
30
$932K 1.01%
60,526
-3,000
31
$700K 0.76%
6,154
32
$652K 0.71%
21,425
-6,240
33
$629K 0.68%
3,039
-806
34
$607K 0.66%
29,260
+8,127
35
$547K 0.59%
7,001
+253
36
$511K 0.55%
71,695
+2,823
37
$510K 0.55%
21,241
38
$429K 0.47%
15,354
+582
39
$398K 0.43%
8,229
40
$361K 0.39%
+14,670
41
$356K 0.39%
7,115
42
$327K 0.35%
6,020
43
$253K 0.27%
+2,000
44
$248K 0.27%
5,678
45
$230K 0.25%
3,767
46
$229K 0.25%
10,000
-1
47
$219K 0.24%
30,000
48
$206K 0.22%
+2,101
49
$180K 0.2%
+16,163
50
$147K 0.16%
20,000
1
2
3