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

Top Buys

1
+$1.63M
2
+$1.1M
3
+$1.1M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$1.06M
5
GD icon
General Dynamics
GD
+$1.06M

Top Sells

1
+$2.92M
2
+$1.66M
3
+$1.35M
4
UPS icon
United Parcel Service
UPS
+$1.32M
5
UST icon
ProShares Ultra 7-10 Year Treasury
UST
+$1.31M

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 0.25%
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 0.08%
13,287
58
– –
0
59
– –
-7,067
60
– –
-7,347
61
– –
0
62
– –
-14,765
63
– –
-7,635
64
– –
0
65
– –
0
66
– –
-255
67
– –
-10,711
68
– –
-3,182
69
– –
-11,605
70
– –
-30,503
71
– –
-28,191
72
– –
-12,414
73
– –
-17,490
74
– –
-10,007
75
– –
-8,270
1 2
3
4