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
$49.5M
AUM Growth
-$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$870K
2
+$610K
3
+$497K
4
GLD icon
SPDR Gold Trust
GLD
+$226K
5
SLV icon
iShares Silver Trust
SLV
+$206K

Top Sells

1
+$25.2M
2
+$1.55M
3
+$825K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$814K
5
BEAT
BioTelemetry, Inc.
BEAT
+$355K

Sector Composition

1 Industrials 39.13%
2 Technology 18.78%
3 Consumer Discretionary 10.12%
4 Healthcare 5.72%
5 Energy 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$787K 1.56%
7,344
-329
27
$785K 1.55%
30,509
-4,455
28
$783K 1.55%
10,316
-603
29
$763K 1.51%
9,535
-1,739
30
$674K 1.34%
8,200
31
$673K 1.33%
14,868
-631
32
$610K 1.21%
+2,215
33
$596K 1.18%
4,110
-120
34
$498K 0.99%
4,878
-1,835
35
$332K 0.66%
12,019
-639
36
$325K 0.64%
5,682
37
$314K 0.62%
22,900
+15,000
38
$256K 0.51%
5,263
+491
39
$226K 0.45%
+2,000
40
$162K 0.32%
14,600
-300
41
$79K 0.16%
3,250
42
$60K 0.12%
208
43
– –
-4,858
44
– –
-5,621
45
– –
-681
1
2