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
$97.7M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$13M
3
+$12.8M
4
UWM icon
ProShares Ultra Russell2000
UWM
+$7.67M
5
SSO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$248K 0.25%
+19,580
52
$241K 0.24%
+2,421
53
$229K 0.23%
+6,350
54
$213K 0.22%
+3,679
55
$205K 0.21%
+3,696
56
$186K 0.19%
+17,517
57
$174K 0.18%
+21,241
58
$160K 0.16%
+32,483
59
$159K 0.16%
+22,380
60
$149K 0.15%
+10,145
61
$123K 0.12%
+5,437
62
$116K 0.12%
+25,340
63
$95K 0.1%
+1,157
64
$88K 0.09%
+4,286
65
$61K 0.06%
+14,000
66
$54K 0.05%
+1,197
67
$50K 0.05%
+870
68
$19K 0.02%
+440
69
$16K 0.02%
+10,000
70
$2K ﹤0.01%
+1,707
71
– –
0
72
$0 ﹤0.01%
+58,100
73
$0 ﹤0.01%
+55,000
1 2
3