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
$66.1M
AUM Growth
-$2.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$875K
2
+$867K
3
+$829K
4
CMI icon
Cummins
CMI
+$786K
5
OXY icon
Occidental Petroleum
OXY
+$688K

Top Sells

1
+$923K
2
+$918K
3
+$896K
4
CLX icon
Clorox
CLX
+$783K
5
MSFT icon
Microsoft
MSFT
+$745K

Sector Composition

1 Industrials 43.74%
2 Technology 31.71%
3 Energy 5.25%
4 Consumer Discretionary 5.11%
5 Communication Services 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$730K 1.1%
5,731
-397
27
$688K 1.04%
+9,100
28
$678K 1.02%
13,291
+1,466
29
$673K 1.02%
+8,996
30
$651K 0.98%
+11,825
31
$491K 0.74%
16,460
-1,420
32
$490K 0.74%
4,262
+1,916
33
$409K 0.62%
71,558
-6,067
34
$365K 0.55%
5,500
35
$313K 0.47%
10,000
36
$286K 0.43%
4,135
-13,274
37
$266K 0.4%
3,914
-618
38
$261K 0.39%
+5,000
39
$246K 0.37%
1,934
+279
40
$209K 0.32%
+5,217
41
$84K 0.13%
10,758
42
$73K 0.11%
4,241
43
$52K 0.08%
20,000
44
$23K 0.03%
+960
45
$18K 0.03%
1,050
46
– –
0
47
– –
-6,206
48
– –
-3,200
49
– –
-6,725
50
– –
-23,824
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