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

Top Buys

1 +$13.4M
2 +$4.72M
3 +$4.23M
4
AAPL icon
Apple
AAPL
+$1.9M
5
ABBV icon
AbbVie
ABBV
+$444K

Top Sells

1 +$12.8M
2 +$7.62M
3 +$2.54M
4
UWM icon
ProShares Ultra Russell2000
UWM
+$2.11M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.96M

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 0.07%
10,000
52
$49K 0.04%
1,197
53
-440
54
-3,643
55
-6,959
56
-1,157
57
0
58
0
59
-5,330
60
-5,123
61
-5,437
62
-14,000
63
-5,594
64
-79,470
65
-6,350
66
-3,679
67
-6,064
68
$0 ﹤0.01%
58,100
69
-5,290
70
-28,977
71
-6,480
72
-18,788
73
-6,663
74
-36,416
75
-2,907