LWM
Lyons Wealth Management Portfolio holdings
AUM
$34.1M
This Quarter Return
-4.33%
1 Year Return
+23.87%
3 Year Return
+40.38%
5 Year Return
+55.54%
10 Year Return
–
AUM
$76.8M
AUM Growth
+$76.8M
(-12%)
Cap. Flow
-$6.68M
Cap. Flow
% of AUM
-8.7%
Top 10 Holdings %
Top 10 Hldgs %
71.42%
Holding
70
New
8
Increased
10
Reduced
21
Closed
17
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.33M |
| 2 |
Apple
AAPL
|
$1.24M |
| 3 |
Omnicom Group
OMC
|
$831K |
| 4 |
Avery Dennison
AVY
|
$808K |
| 5 |
Marathon Petroleum
MPC
|
$788K |
Top Sells
| 1 |
United Parcel Service
UPS
|
$2.82M |
| 2 |
Cummins
CMI
|
$933K |
| 3 |
Lockheed Martin
LMT
|
$929K |
| 4 |
Paychex
PAYX
|
$920K |
| 5 |
Oceaneering
OII
|
$891K |
Sector Composition
| 1 | Industrials | 41.67% |
| 2 | Technology | 33.66% |
| 3 | Consumer Discretionary | 7.77% |
| 4 | Energy | 5.48% |
| 5 | Consumer Staples | 3.39% |
