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
$92.5M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$921K
2
+$818K
3
+$792K
4
RHI icon
Robert Half
RHI
+$771K
5
IPG
Interpublic Group of Companies
IPG
+$767K

Top Sells

1
+$1.86M
2
+$1.26M
3
+$1.05M
4
VLO icon
Valero Energy
VLO
+$995K
5
ROK icon
Rockwell Automation
ROK
+$874K

Sector Composition

1 Industrials 54.02%
2 Technology 29.07%
3 Consumer Discretionary 5.72%
4 Communication Services 3.37%
5 Consumer Staples 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$803K 0.87%
+37,724
27
$801K 0.87%
11,805
+1,152
28
$787K 0.85%
+31,975
29
$780K 0.84%
+15,959
30
$736K 0.8%
+9,359
31
$595K 0.64%
9,386
+286
32
$531K 0.57%
+13,673
33
$493K 0.53%
10,107
-11,670
34
$422K 0.46%
5,773
+273
35
$270K 0.29%
3,781
+25
36
$250K 0.27%
+6,774
37
$241K 0.26%
6,614
+30
38
$225K 0.24%
6,474
-86
39
$17K 0.02%
+1,000
40
– –
-10,000
41
– –
-2,201
42
– –
-12,202
43
– –
-56,833
44
– –
-10,000
45
– –
-5,807
46
– –
-13,251
47
– –
0
48
– –
0
49
– –
-12,035
50
– –
-2,723
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