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
$69.9M
AUM Growth
-$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$879K
2
+$839K
3
+$814K
4
OEF icon
iShares S&P 100 ETF
OEF
+$807K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$794K

Top Sells

1
+$6.92M
2
+$980K
3
+$921K
4
EMR icon
Emerson Electric
EMR
+$888K
5
CHRW icon
C.H. Robinson
CHRW
+$885K

Sector Composition

1 Technology 38.66%
2 Industrials 30.72%
3 Consumer Discretionary 7.63%
4 Consumer Staples 5.88%
5 Communication Services 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$814K 1.14%
+17,926
27
$807K 1.13%
+5,721
28
$795K 1.12%
20,252
+6,579
29
$794K 1.11%
+19,124
30
$772K 1.08%
+8,420
31
$764K 1.07%
+4,841
32
$752K 1.05%
39,482
+1,758
33
$735K 1.03%
+14,077
34
$607K 0.85%
12,368
+602
35
$525K 0.74%
+4,930
36
$512K 0.72%
11,452
+1,345
37
$491K 0.69%
8,200
-1,186
38
$486K 0.68%
6,616
+843
39
$408K 0.57%
+7,381
40
$398K 0.56%
+3,232
41
$347K 0.49%
4,654
+873
42
$338K 0.47%
+6,527
43
$324K 0.45%
8,402
+1,628
44
$321K 0.45%
+13,114
45
$291K 0.41%
4,456
+1,219
46
$241K 0.34%
+4,419
47
$211K 0.3%
+4,861
48
$203K 0.28%
+1,329
49
$203K 0.28%
+2,519
50
$99K 0.14%
6,300
+5,300
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