LWM
Lyons Wealth Management Portfolio holdings
AUM
$34.1M
1-Year Return
23.87%
This Quarter Return
+6.39%
1 Year Return
+23.87%
3 Year Return
+40.38%
5 Year Return
+55.54%
10 Year Return
–
AUM
$60.9M
AUM Growth
-$5.14M
(-7.8%)
Cap. Flow
-$8.66M
Cap. Flow
% of AUM
-14.24%
Top 10 Holdings %
Top 10 Hldgs %
65.92%
Holding
61
New
15
Increased
4
Reduced
20
Closed
15
Top Buys
| 1 |
Intel
INTC
|
$974K |
| 2 |
TJX Companies
TJX
|
$952K |
| 3 |
Walt Disney
DIS
|
$931K |
| 4 |
Starbucks
SBUX
|
$927K |
| 5 |
BEAT
BioTelemetry, Inc.
BEAT
|
$902K |
Top Sells
| 1 |
Microsoft
MSFT
|
$5.68M |
| 2 |
Apple
AAPL
|
$3.38M |
| 3 |
Boeing
BA
|
$1.18M |
| 4 |
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
|
$978K |
| 5 |
iShares S&P 100 ETF
OEF
|
$939K |
Sector Composition
| 1 | Technology | 35.44% |
| 2 | Industrials | 31.96% |
| 3 | Consumer Discretionary | 9.53% |
| 4 | Healthcare | 8.06% |
| 5 | Consumer Staples | 3.43% |
