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
$77.5M
AUM Growth
+$735K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.01M
3
+$964K
4
CAH icon
Cardinal Health
CAH
+$928K
5
EXPD icon
Expeditors International
EXPD
+$860K

Top Sells

1
+$1.3M
2
+$993K
3
+$877K
4
MMM icon
3M
MMM
+$817K
5
TPR icon
Tapestry
TPR
+$788K

Sector Composition

1 Industrials 40.35%
2 Technology 33.1%
3 Consumer Discretionary 6.11%
4 Energy 5.78%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$800K 1.03%
+17,747
27
$788K 1.02%
23,739
-9,009
28
$782K 1.01%
12,646
-1,721
29
$753K 0.97%
30,404
+4,838
30
$700K 0.9%
23,063
-6,376
31
$616K 0.79%
+3,003
32
$615K 0.79%
9,115
-1,002
33
$601K 0.78%
+13,230
34
$487K 0.63%
78,159
+4,734
35
$426K 0.55%
22,573
-6,842
36
$358K 0.46%
7,747
+518
37
$327K 0.42%
3,907
-11,727
38
$305K 0.39%
+2,692
39
$294K 0.38%
5,500
40
$284K 0.37%
8,652
-25,311
41
$281K 0.36%
+13,300
42
$275K 0.35%
9,134
-5,350
43
$273K 0.35%
5,700
-9,946
44
$272K 0.35%
10,000
45
$270K 0.35%
+13,023
46
$227K 0.29%
+3,906
47
$206K 0.27%
+4,921
48
$205K 0.26%
+1,261
49
$111K 0.14%
30,000
50
$109K 0.14%
5,667
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