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
$35.6M
AUM Growth
+$5.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$6.23M
3
+$5.66M
4
UPS icon
United Parcel Service
UPS
+$2.48M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$15.5K

Top Sells

1
+$908K
2
+$904K
3
+$870K
4
TJX icon
TJX Companies
TJX
+$863K
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
– –
-28,013
27
– –
-2,409
28
– –
-2,527
29
– –
-5,682
30
– –
-13,710
31
– –
-19,290
32
– –
-6,838
33
– –
-3,025
34
– –
-16,075
35
– –
-9,924
36
– –
-2,936
1
2