LWM
Lyons Wealth Management Portfolio holdings
AUM
$34.1M
This Quarter Return
-15.73%
1 Year Return
+23.87%
3 Year Return
+40.38%
5 Year Return
+55.54%
10 Year Return
–
AUM
$29.8M
AUM Growth
+$29.8M
(-40%)
Cap. Flow
-$11.8M
Cap. Flow
% of AUM
-39.67%
Top 10 Holdings %
Top 10 Hldgs %
52.2%
Holding
44
New
2
Increased
5
Reduced
25
Closed
8
Top Buys
| 1 |
WBA
Walgreens Boots Alliance
WBA
|
$677K |
| 2 |
RTN
Raytheon Company
RTN
|
$453K |
| 3 |
Vail Resorts
MTN
|
$65.4K |
| 4 |
Microsoft
MSFT
|
$44.9K |
| 5 |
Verizon
VZ
|
$23.6K |
Top Sells
| 1 |
United Parcel Service
UPS
|
$6.11M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$1.28M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.28M |
| 4 |
BEAT
BioTelemetry, Inc.
BEAT
|
$1.14M |
| 5 |
Marathon Petroleum
MPC
|
$763K |
Sector Composition
| 1 | Industrials | 33.97% |
| 2 | Technology | 22.93% |
| 3 | Consumer Discretionary | 11.3% |
| 4 | Healthcare | 7.44% |
| 5 | Communication Services | 5.96% |
