We are live on ! Find out more
LWM

Lyons Wealth Management Portfolio holdings

AUM $34.1M
1-Year Est. Return 23.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$68.9M
AUM Growth
-$8.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$888K
2
+$817K
3
+$792K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$478K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$207K

Top Sells

1
+$4.52M
2
+$1.36M
3
+$894K
4
GD icon
General Dynamics
GD
+$818K
5
GAP
The Gap Inc
GAP
+$753K

Sector Composition

1 Industrials 40.43%
2 Technology 32.75%
3 Consumer Discretionary 6.7%
4 Consumer Staples 3.94%
5 Energy 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
0
52
– –
-13,230
53
– –
-45
54
– –
-30,404
55
– –
-15,000
56
– –
-21,241
57
– –
-5,700
58
– –
-5,976
59
– –
-4,921
60
– –
-3,003
61
– –
-9,115
62
– –
-404
63
– –
-8,652
64
– –
-19,000
65
– –
-13,300
1 2
3