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
$29.8M
AUM Growth
-$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$677K
2
+$453K
3
+$65.4K
4
MSFT icon
Microsoft
MSFT
+$44.9K
5
VZ icon
Verizon
VZ
+$23.6K

Top Sells

1
+$6.11M
2
+$1.28M
3
+$1.28M
4
BEAT
BioTelemetry, Inc.
BEAT
+$1.14M
5
MPC icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$516K 1.68%
9,792
-794
27
$505K 1.65%
8,821
-1,495
28
$503K 1.64%
8,200
29
$453K 1.48%
+2,936
30
$436K 1.42%
4,122
-756
31
$410K 1.34%
13,710
-1,158
32
$367K 1.2%
3,009
-10,529
33
$273K 0.89%
5,682
34
$247K 0.81%
10,345
-1,674
35
$211K 0.69%
4,863
-400
36
$208K 0.68%
2,469
-15,148
37
– –
-2,000
38
– –
-14,600
39
– –
-4,110
40
– –
-9,535
41
– –
-3,250
42
– –
-22,900
43
– –
-208
44
– –
-17,700
1
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