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

Top Buys

1
+$1.05M
2
+$806K
3
+$793K
4
TXN icon
Texas Instruments
TXN
+$785K
5
ANDV
Andeavor
ANDV
+$714K

Top Sells

1
+$923K
2
+$896K
3
+$850K
4
CLX icon
Clorox
CLX
+$805K
5
MSFT icon
Microsoft
MSFT
+$757K

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
– –
-5,610
52
– –
-12,932
53
– –
-6,725
54
– –
-23,824
55
– –
0
56
– –
-2,739
57
– –
-610
1 2
3