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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
$106M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$10.1M
3
+$5.82M
4
MVV icon
ProShares Ultra MidCap400
MVV
+$5.81M
5
QCOM icon
Qualcomm
QCOM
+$3.06M

Top Sells

1
+$13.4M
2
+$12.5M
3
+$7.22M
4
UST icon
ProShares Ultra 7-10 Year Treasury
UST
+$4.23M
5
JNJ icon
Johnson & Johnson
JNJ
+$2.11M

Sector Composition

1 Industrials 31.77%
2 Technology 17.99%
3 Energy 4.68%
4 Healthcare 2.53%
5 Consumer Staples 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$219K 0.21%
+2,910
52
$167K 0.16%
20,842
-1,475
53
$133K 0.12%
+5,064
54
$112K 0.11%
+17,929
55
$111K 0.1%
+13,322
56
$86K 0.08%
25,340
57
$84K 0.08%
11,000
+1,000
58
– –
-3,089
59
– –
-10,145
60
– –
-7,155
61
– –
-6,257
62
– –
-12,532
63
– –
-3,412
64
– –
-5,163
65
– –
-1,197
66
– –
-6,344
67
– –
-4,120
68
– –
-3,182
69
– –
-29,956
70
– –
-2,444
71
– –
-110,804
72
– –
-24,374
73
– –
-6,329
74
– –
-2,221
75
– –
-58,100
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3
4