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
$77.5M
AUM Growth
+$735K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$999K
3
+$987K
4
CAH icon
Cardinal Health
CAH
+$976K
5
EXPD icon
Expeditors International
EXPD
+$800K

Top Sells

1
+$1.2M
2
+$982K
3
+$877K
4
TPR icon
Tapestry
TPR
+$831K
5
MMM icon
3M
MMM
+$817K

Sector Composition

1 Industrials 40.35%
2 Technology 33.1%
3 Consumer Discretionary 6.11%
4 Energy 5.78%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$108K 0.14%
21,241
52
$83K 0.11%
+404
53
$61K 0.08%
19,000
54
$38K 0.05%
15,000
-1,471
55
$30K 0.04%
3,200
+800
56
$21K 0.03%
1,050
57
$1K ﹤0.01%
+45
58
– –
0
59
– –
-13,861
60
– –
-6,154
61
– –
-1,362
62
– –
-14,372
63
– –
-6,890
64
– –
-2,760
1 2
3