LWM
Lyons Wealth Management Portfolio holdings
AUM
$34.1M
1-Year Return
23.87%
This Quarter Return
+6.43%
1 Year Return
+23.87%
3 Year Return
+40.38%
5 Year Return
+55.54%
10 Year Return
–
AUM
$66M
AUM Growth
-$3.89M
(-5.6%)
Cap. Flow
-$7.87M
Cap. Flow
% of AUM
-11.93%
Top 10 Holdings %
Top 10 Hldgs %
69.88%
Holding
63
New
10
Increased
9
Reduced
22
Closed
17
Top Buys
| 1 |
Apple
AAPL
|
$809K |
| 2 |
Hanesbrands
HBI
|
$797K |
| 3 |
Automatic Data Processing
ADP
|
$793K |
| 4 |
W.W. Grainger
GWW
|
$740K |
| 5 |
Kimberly-Clark
KMB
|
$689K |
Top Sells
| 1 |
Qualcomm
QCOM
|
$2.58M |
| 2 |
Church & Dwight Co
CHD
|
$1.03M |
| 3 |
Alaska Air
ALK
|
$963K |
| 4 |
Expeditors International
EXPD
|
$955K |
| 5 |
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% |
