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
$68.9M
AUM Growth
-$8.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$998K
2
+$896K
3
+$844K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$517K
5
CNSL
Consolidated Communications Holdings, Inc.
CNSL
+$210K

Top Sells

1
+$4.91M
2
+$1.44M
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
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0
52
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-5,700
53
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-5,976
54
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-4,921
55
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-3,003
56
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-9,115
57
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-404
58
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-8,652
59
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-13,230
60
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-45
61
– –
-30,404
62
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-15,000
63
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-21,241
64
– –
-19,000
65
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-13,300
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3