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
$94.9M
AUM Growth
-$2.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$4.54M
3
+$4.14M
4
AAPL icon
Apple
AAPL
+$1.85M
5
ABBV icon
AbbVie
ABBV
+$440K

Top Sells

1
+$12.8M
2
+$7.62M
3
+$2.72M
4
UWM icon
ProShares Ultra Russell2000
UWM
+$1.98M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.91M

Sector Composition

1 Industrials 30.58%
2 Technology 14.56%
3 Healthcare 4.99%
4 Energy 2.68%
5 Communication Services 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$73K 0.08%
10,000
52
$49K 0.05%
1,197
53
– –
-6,064
54
– –
-5,290
55
– –
-28,977
56
– –
-18,788
57
– –
-6,663
58
– –
-36,416
59
– –
-2,907
60
– –
0
61
– –
-41,527
62
– –
-3,125
63
– –
-3,176
64
– –
-4,286
65
– –
-4,588
66
– –
-11,730
67
– –
-17,517
68
– –
-6,628
69
– –
-1,707
70
– –
-440
71
– –
-3,643
72
– –
-6,959
73
– –
-1,157
74
– –
0
75
– –
0
1 2
3
4