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
$87.6M
AUM Growth
-$4.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$948K
2
+$947K
3
+$926K
4
PAYX icon
Paychex
PAYX
+$920K
5
LECO icon
Lincoln Electric
LECO
+$893K

Top Sells

1
+$1.26M
2
+$1.2M
3
+$1.15M
4
TXN icon
Texas Instruments
TXN
+$1.12M
5
INTC icon
Intel
INTC
+$934K

Sector Composition

1 Industrials 41.51%
2 Technology 33.75%
3 Energy 6.54%
4 Consumer Discretionary 6.08%
5 Consumer Staples 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$203K 0.23%
+12
52
$199K 0.23%
20,000
53
$167K 0.19%
+1,387
54
$158K 0.18%
+2,760
55
$156K 0.18%
17,555
+1,392
56
$65K 0.07%
+610
57
$1K ﹤0.01%
+21
58
– –
0
59
– –
0
60
– –
0
61
– –
-19,983
62
– –
-29,894
63
– –
-3,039
64
– –
-14,695
65
– –
-23,334
66
– –
0
67
– –
-14,670
68
– –
-19,647
69
– –
0
70
– –
0
71
– –
0
1 2
3