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
$104M
AUM Growth
+$4.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$2.24M
3
+$1.39M
4
UPS icon
United Parcel Service
UPS
+$1.34M
5
UST icon
ProShares Ultra 7-10 Year Treasury
UST
+$1.29M

Top Sells

1
+$4.62M
2
+$4.61M
3
+$2.95M
4
UWM icon
ProShares Ultra Russell2000
UWM
+$2.65M
5
EPC icon
Edgewell Personal Care
EPC
+$1.71M

Sector Composition

1 Industrials 35.68%
2 Technology 22.48%
3 Consumer Staples 5.77%
4 Consumer Discretionary 4.73%
5 Energy 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$316K 0.3%
+11,789
52
$302K 0.29%
+11,600
53
$254K 0.24%
+3,404
54
$253K 0.24%
7,814
+51
55
$252K 0.24%
2,910
56
$250K 0.24%
+2,146
57
$241K 0.23%
+8,811
58
$239K 0.23%
+1,491
59
$238K 0.23%
2,812
60
$229K 0.22%
10,000
-32,132
61
$217K 0.21%
3,767
62
$213K 0.2%
+3,182
63
$201K 0.19%
+8,270
64
$187K 0.18%
33,340
+4,000
65
$141K 0.14%
12,585
+85
66
$138K 0.13%
14,234
-1,023
67
$96K 0.09%
13,287
+1,990
68
$28K 0.03%
+255
69
– –
-25,738
70
– –
-8,149
71
– –
-6,884
72
– –
0
73
– –
0
74
– –
-22,395
75
– –
-23,897
1 2
3
4