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
$71.1M
AUM Growth
+$4.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$908K
3
+$900K
4
MAR icon
Marriott International
MAR
+$853K
5
CLX icon
Clorox
CLX
+$811K

Top Sells

1
+$875K
2
+$803K
3
+$800K
4
AAPL icon
Apple
AAPL
+$781K
5
CAH icon
Cardinal Health
CAH
+$735K

Sector Composition

1 Industrials 41.43%
2 Technology 32.16%
3 Energy 6.67%
4 Communication Services 3.96%
5 Financials 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$779K 1.1%
+6,191
27
$761K 1.07%
5,904
+173
28
$760K 1.07%
+12,023
29
$721K 1.01%
+4,736
30
$666K 0.94%
8,450
-686
31
$664K 0.93%
9,100
32
$577K 0.81%
4,559
+2,625
33
$452K 0.64%
3,641
-621
34
$375K 0.53%
63,413
-8,145
35
$351K 0.49%
5,500
36
$303K 0.43%
10,000
37
$243K 0.34%
+6,552
38
$237K 0.33%
3,756
-379
39
$237K 0.33%
6,740
-1,088
40
$224K 0.32%
7,285
-9,175
41
$223K 0.31%
+1,992
42
$205K 0.29%
5,217
43
$100K 0.14%
20,000
44
$95K 0.13%
10,758
45
$74K 0.1%
4,241
46
$44K 0.06%
+204
47
$10K 0.01%
12,045
+11,085
48
– –
-10,692
49
– –
-9,440
50
– –
-5,000
1
2
3