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
$87.6M
AUM Growth
-$4.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$948K
2
+$947K
3
+$926K
4
PAYX icon
Paychex
PAYX
+$920K
5
LECO icon
Lincoln Electric
LECO
+$893K

Top Sells

1
+$1.26M
2
+$1.2M
3
+$1.15M
4
TXN icon
Texas Instruments
TXN
+$1.12M
5
INTC icon
Intel
INTC
+$934K

Sector Composition

1 Industrials 41.51%
2 Technology 33.75%
3 Energy 6.54%
4 Consumer Discretionary 6.08%
5 Consumer Staples 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$926K 1.05%
+6,674
27
$920K 1.05%
+19,638
28
$893K 1.02%
+14,691
29
$891K 1.01%
+19,160
30
$865K 0.98%
+9,604
31
$846K 0.96%
13,579
-664
32
$822K 0.94%
6,568
-4,024
33
$812K 0.92%
27,075
+5,650
34
$784K 0.89%
+13,230
35
$654K 0.74%
6,154
36
$635K 0.72%
21,241
37
$536K 0.61%
29,326
+66
38
$515K 0.59%
6,853
-148
39
$512K 0.58%
70,127
-1,568
40
$392K 0.45%
+11,543
41
$357K 0.41%
7,629
-600
42
$348K 0.4%
7,115
43
$318K 0.36%
12,204
-3,150
44
$264K 0.3%
5,667
-11
45
$257K 0.29%
10,000
46
$256K 0.29%
5,500
-520
47
$248K 0.28%
2,108
+7
48
$235K 0.27%
2,000
49
$228K 0.26%
30,000
50
$219K 0.25%
3,767
1
2
3