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
$65.7M
AUM Growth
+$4.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$1.65M
3
+$1.54M
4
BA icon
Boeing
BA
+$1.13M
5
AMGN icon
Amgen
AMGN
+$999K

Top Sells

1
+$1.28M
2
+$890K
3
+$822K
4
SBUX icon
Starbucks
SBUX
+$684K
5
COR icon
Cencora
COR
+$665K

Sector Composition

1 Technology 39.53%
2 Industrials 26.42%
3 Consumer Discretionary 5.84%
4 Healthcare 4.97%
5 Consumer Staples 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$775K 1.18%
10,820
+260
27
$773K 1.17%
20,434
-4,719
28
$752K 1.14%
8,825
+468
29
$737K 1.12%
4,233
+112
30
$705K 1.07%
10,477
+882
31
$680K 1.03%
+15,424
32
$533K 0.81%
+8,200
33
$528K 0.8%
17,000
-3,898
34
$428K 0.65%
5,094
+4
35
$378K 0.57%
6,460
+232
36
$354K 0.54%
7,406
-679
37
$344K 0.52%
12,421
+1,060
38
$313K 0.48%
5,036
+681
39
$305K 0.46%
5,682
40
$301K 0.46%
+3,296
41
$251K 0.38%
5,500
-5,522
42
$247K 0.38%
4,285
-11,859
43
$221K 0.34%
1,713
+2
44
$206K 0.31%
3,963
-17,117
45
$203K 0.31%
+1,726
46
$191K 0.29%
+12,400
47
$131K 0.2%
+1,063
48
$128K 0.19%
+801
49
$77K 0.12%
3,250
50
– –
-7,254
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