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
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-440
54
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-3,643
55
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-6,959
56
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-1,157
57
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0
58
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0
59
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-5,330
60
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-5,123
61
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62
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-14,000
63
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-5,594
64
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-79,470
65
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-6,350
66
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67
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-6,064
68
$0 ﹤0.01%
58,100
69
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70
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71
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72
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-18,788
73
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-6,663
74
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-36,416
75
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-2,907
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3
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