LWM
Lyons Wealth Management Portfolio holdings
AUM
$34.1M
This Quarter Return
+2.43%
1 Year Return
+23.87%
3 Year Return
+40.38%
5 Year Return
+55.54%
10 Year Return
–
AUM
$97.7M
AUM Growth
–
Cap. Flow
+$97.7M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
80.26%
Holding
73
New
72
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
United Parcel Service
UPS
|
$22.3M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$13M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$12.8M |
| 4 |
ProShares Ultra Russell2000
UWM
|
$7.67M |
| 5 |
ProShares Ultra S&P500
SSO
|
$7.62M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 25.81% |
| 2 | Technology | 14.6% |
| 3 | Healthcare | 4.87% |
| 4 | Energy | 3.8% |
| 5 | Communication Services | 1.71% |
