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
$66M
AUM Growth
-$3.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$809K
2
+$797K
3
+$793K
4
GWW icon
W.W. Grainger
GWW
+$740K
5
KMB icon
Kimberly-Clark
KMB
+$689K

Top Sells

1
+$2.58M
2
+$1.03M
3
+$963K
4
EXPD icon
Expeditors International
EXPD
+$955K
5
GPC icon
Genuine Parts
GPC
+$923K

Sector Composition

1 Technology 40.93%
2 Industrials 32.13%
3 Consumer Discretionary 6.93%
4 Healthcare 4.38%
5 Communication Services 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$694K 1.04%
9,409
-1,607
27
$689K 1.03%
+5,826
28
$677K 1.02%
+8,186
29
$674K 1.01%
8,550
-1,191
30
$662K 0.99%
+6,772
31
$637K 0.96%
+30,750
32
$493K 0.74%
6,286
-330
33
$461K 0.69%
9,554
-1,898
34
$397K 0.6%
6,902
-479
35
$345K 0.52%
7,686
-716
36
$337K 0.51%
+10,200
37
$324K 0.49%
12,434
-680
38
$305K 0.46%
5,682
-845
39
$297K 0.45%
4,280
-176
40
$275K 0.41%
4,497
-157
41
$114K 0.17%
+1,000
42
$80K 0.12%
+3,250
43
$65K 0.1%
4,100
-2,200
44
– –
-16,892
45
– –
-12,368
46
– –
-10,710
47
– –
-19,852
48
– –
-14,077
49
– –
-19,124
50
– –
0
1
2
3