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

Top Buys

1
+$960K
2
+$900K
3
+$803K
4
IPG icon
Interpublic Group of Companies
IPG
+$787K
5
RHI icon
Robert Half
RHI
+$780K

Top Sells

1
+$3.71M
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 0.85%
+37,724
27
$801K 0.84%
11,805
+1,152
28
$787K 0.83%
+31,975
29
$780K 0.82%
+15,959
30
$736K 0.78%
+9,359
31
$595K 0.63%
9,386
+286
32
$531K 0.56%
+13,673
33
$493K 0.52%
10,107
-11,670
34
$422K 0.44%
5,773
+273
35
$270K 0.28%
3,781
+25
36
$250K 0.26%
+6,774
37
$241K 0.25%
6,614
+30
38
$225K 0.24%
3,237
-43
39
$17K 0.02%
+1,000
40
– –
-12,202
41
– –
-56,833
42
– –
-10,000
43
– –
-5,807
44
– –
-13,251
45
– –
0
46
– –
-10,000
47
– –
0
48
– –
-2,201
49
– –
-12,035
50
– –
-2,723
1
2
3