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
$60.9M
AUM Growth
-$5.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$974K
2
+$952K
3
+$931K
4
SBUX icon
Starbucks
SBUX
+$927K
5
BEAT
BioTelemetry, Inc.
BEAT
+$902K

Top Sells

1
+$5.68M
2
+$3.38M
3
+$1.18M
4
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$978K
5
OEF icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$752K 1.23%
10,504
-632
27
$692K 1.13%
9,595
+5,315
28
$665K 1.09%
7,254
-932
29
$630K 1.03%
+5,926
30
$620K 1.01%
29,638
-2,808
31
$562K 0.92%
6,166
-606
32
$479K 0.78%
11,022
+3,336
33
$439K 0.72%
5,090
-1,196
34
$427K 0.7%
8,085
-1,469
35
$411K 0.67%
+3,356
36
$365K 0.6%
6,228
-674
37
$319K 0.52%
11,361
-1,073
38
$311K 0.51%
4,355
-142
39
$309K 0.5%
5,682
40
$245K 0.4%
+1,711
41
$208K 0.34%
+2,468
42
$203K 0.33%
+3,178
43
$80K 0.13%
3,250
44
– –
-7,284
45
– –
-4,696
46
– –
-16,792
47
– –
0
48
– –
-41,711
49
– –
0
50
– –
-30,750
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