LWM

Lyons Wealth Management Portfolio holdings

AUM $34.1M
1-Year Est. Return 23.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$35.6M
AUM Growth
+$5.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$6.24M
2
+$6.16M
3
+$5.64M
4
UPS icon
United Parcel Service
UPS
+$2.35M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$15K

Top Sells

1
+$904K
2
+$870K
3
+$863K
4
WM icon
Waste Management
WM
+$854K
5
BA icon
Boeing
BA
+$836K

Sector Composition

1 Industrials 24.42%
2 Technology 11.62%
3 Energy 4.73%
4 Communication Services 0%
5 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-14,066
27
– –
-7,180
28
– –
-7,938
29
– –
-6,935
30
– –
-5,682
31
– –
-13,710
32
– –
-19,290
33
– –
-6,838
34
– –
-3,025
35
– –
-16,075
36
– –
-2,936
1
2