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
$69.3M
AUM Growth
+$3.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$798K
3
+$796K
4
MPC icon
Marathon Petroleum
MPC
+$792K
5
LEA icon
Lear
LEA
+$791K

Top Sells

1
+$864K
2
+$864K
3
+$838K
4
CL icon
Colgate-Palmolive
CL
+$775K
5
ROK icon
Rockwell Automation
ROK
+$737K

Sector Composition

1 Technology 42.16%
2 Industrials 26.39%
3 Consumer Discretionary 6.39%
4 Healthcare 3.99%
5 Energy 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$791K 1.13%
+4,230
27
$788K 1.13%
2,673
-28
28
$772K 1.11%
15,625
-105
29
$715K 1.02%
15,499
+75
30
$694K 0.99%
6,713
-972
31
$686K 0.98%
8,200
32
$362K 0.52%
4,442
-652
33
$337K 0.48%
12,658
+237
34
$325K 0.47%
+5,682
35
$318K 0.46%
6,368
-1,038
36
$277K 0.4%
4,858
-178
37
$212K 0.3%
5,621
-14,813
38
$206K 0.29%
+4,772
39
$196K 0.28%
+14,900
40
$120K 0.17%
7,900
-4,500
41
$117K 0.17%
681
-120
42
$78K 0.11%
3,250
43
$56K 0.08%
+208
44
– –
-10,820
45
– –
-1,713
46
– –
-17,345
47
– –
-11,465
48
– –
-3,963
49
– –
-7,940
50
– –
-1,726
1
2
3