We are live on
!
Find out more
LWM
Lyons Wealth Management Portfolio holdings
AUM
$34.2M
1-Year Est. Return
23.88%
This Fund
S&P 500
This Quarter
Est. Return
+2.45%
1 Year Est. Return
+23.88%
3 Year Est. Return
+40.11%
5 Year Est. Return
+55.45%
10 Year Est. Return
–
AUM
$98.7M
AUM Growth
–
Cap. Flow
+$119M
Cap. Flow
% of AUM
120.34%
Top 10 Holdings %
Top 10 Hldgs %
79.45%
Holding
83
New
83
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
United Parcel Service
UPS
|
+$22.1M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$12.9M |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$12.8M |
| 4 |
ProShares Ultra S&P500
SSO
|
+$7.66M |
| 5 |
ProShares Ultra Russell2000
UWM
|
+$7.46M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 25.55% |
| 2 | Technology | 14.45% |
| 3 | Healthcare | 4.82% |
| 4 | Energy | 3.76% |
| 5 | Communication Services | 1.69% |
Similar funds
CPV
UOT
EAM
FIMS
CRA
WAM
CA
BHC
Lyons Wealth Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Lyons Wealth Management, which disclosed 83 positions worth $98.7M. Its ten largest holdings account for 79% of the portfolio.
Its largest position is United Parcel Service: 257,851 shares worth $22.3M.
By sector, the portfolio is most concentrated in Industrials at 26% of assets, followed by Technology and Healthcare.
- Lyons Wealth Management's largest Q2 2013 buy was United Parcel Service: 257,851 shares worth $22.3M.
- Lyons Wealth Management's ten largest holdings make up 79% of its $98.7M portfolio in Q2 2013.
- Lyons Wealth Management disclosed 83 positions in Q2 2013, its first 13F filing on record.
Based on Lyons Wealth Management's 13F filing for Q2 2013, filed 9 Aug 2013.