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
$76.8M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.24M
3
+$831K
4
AVY icon
Avery Dennison
AVY
+$808K
5
MPC icon
Marathon Petroleum
MPC
+$788K

Top Sells

1
+$2.82M
2
+$933K
3
+$929K
4
PAYX icon
Paychex
PAYX
+$920K
5
OII icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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