LWM
Lyons Wealth Management Portfolio holdings
AUM
$34.1M
This Quarter Return
-1.26%
1 Year Return
+23.87%
3 Year Return
+40.38%
5 Year Return
+55.54%
10 Year Return
–
AUM
$87.6M
AUM Growth
+$87.6M
(-4.7%)
Cap. Flow
-$3.18M
Cap. Flow
% of AUM
-3.64%
Top 10 Holdings %
Top 10 Hldgs %
66.43%
Holding
71
New
14
Increased
6
Reduced
26
Closed
7
Top Buys
| 1 |
Western Union
WU
|
$948K |
| 2 |
Colgate-Palmolive
CL
|
$947K |
| 3 |
Boeing
BA
|
$926K |
| 4 |
Paychex
PAYX
|
$920K |
| 5 |
Lincoln Electric
LECO
|
$893K |
Top Sells
| 1 |
Foot Locker
FL
|
$1.26M |
| 2 |
Marathon Petroleum
MPC
|
$1.2M |
| 3 |
Keurig Dr Pepper
KDP
|
$1.15M |
| 4 |
Texas Instruments
TXN
|
$1.12M |
| 5 |
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% |
