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
$93.3M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.18M
3
+$1.12M
4
EMC
EMC CORPORATION
EMC
+$1.12M
5
GD icon
General Dynamics
GD
+$1.1M

Top Sells

1
+$2.92M
2
+$1.66M
3
+$1.31M
4
UPS icon
United Parcel Service
UPS
+$1.3M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.29M

Sector Composition

1 Industrials 36.77%
2 Technology 31.66%
3 Consumer Discretionary 7.54%
4 Energy 5.27%
5 Consumer Staples 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$237K 0.25%
7,851
+37
52
$230K 0.24%
2,910
53
$213K 0.23%
3,767
54
$184K 0.2%
12,675
+90
55
$131K 0.14%
+10,000
56
$107K 0.11%
15,792
+1,558
57
$70K 0.07%
13,287
58
– –
-11,789
59
– –
-7,347
60
– –
0
61
– –
-14,765
62
– –
-7,635
63
– –
0
64
– –
0
65
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-255
66
– –
-10,711
67
– –
-3,182
68
– –
-11,605
69
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-30,503
70
– –
-28,191
71
– –
-12,414
72
– –
-17,490
73
– –
-10,007
74
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-8,270
75
– –
-12,134
1 2
3
4