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
$66.1M
AUM Growth
-$2.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$875K
2
+$867K
3
+$829K
4
CMI icon
Cummins
CMI
+$786K
5
OXY icon
Occidental Petroleum
OXY
+$688K

Top Sells

1
+$923K
2
+$918K
3
+$896K
4
CLX icon
Clorox
CLX
+$783K
5
MSFT icon
Microsoft
MSFT
+$745K

Sector Composition

1 Industrials 43.74%
2 Technology 31.71%
3 Energy 5.25%
4 Consumer Discretionary 5.11%
5 Communication Services 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
0
52
– –
-14,915
53
– –
-9,125
54
– –
-5,610
55
– –
-12,932
56
– –
-2,739
57
– –
-610
1 2
3