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
$91.8M
AUM Growth
-$3.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.18M
3
+$1.16M
4
MPC icon
Marathon Petroleum
MPC
+$1.12M
5
TXN icon
Texas Instruments
TXN
+$1.1M

Top Sells

1
+$1.22M
2
+$1.19M
3
+$1.13M
4
WU icon
Western Union
WU
+$1.13M
5
CL icon
Colgate-Palmolive
CL
+$1.09M

Sector Composition

1 Industrials 39.51%
2 Technology 34.6%
3 Consumer Discretionary 8.16%
4 Energy 6.61%
5 Consumer Staples 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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-8,135
52
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53
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54
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55
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56
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0
57
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58
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-65,029
59
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-7,207
60
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-15,030
61
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0
62
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-63,177
63
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0
64
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65
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0
66
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0
67
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-21,515
68
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0
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3