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

Top Buys

1
+$2.92M
2
+$2.33M
3
+$1.51M
4
UPS icon
United Parcel Service
UPS
+$1.36M
5
UST icon
ProShares Ultra 7-10 Year Treasury
UST
+$1.31M

Top Sells

1
+$4.82M
2
+$4.75M
3
+$3.14M
4
UWM icon
ProShares Ultra Russell2000
UWM
+$2.89M
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 0.28%
+11,789
52
$302K 0.27%
+11,600
53
$254K 0.23%
+3,404
54
$253K 0.23%
7,814
+51
55
$252K 0.22%
2,910
56
$250K 0.22%
+2,146
57
$241K 0.22%
+8,811
58
$239K 0.21%
+1,491
59
$238K 0.21%
2,812
60
$229K 0.2%
10,000
-32,132
61
$217K 0.19%
3,767
62
$213K 0.19%
+3,182
63
$201K 0.18%
+8,270
64
$187K 0.17%
33,340
+4,000
65
$141K 0.13%
12,585
+85
66
$138K 0.12%
14,234
-1,023
67
$96K 0.09%
13,287
+1,990
68
$28K 0.03%
+255
69
– –
-1,985
70
– –
-6,346
71
– –
-3,831
72
– –
-20,091
73
– –
-22,308
74
– –
-10,000
75
– –
-13,838
1 2
3
4