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
$71.1M
AUM Growth
+$4.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$908K
3
+$900K
4
MAR icon
Marriott International
MAR
+$853K
5
CLX icon
Clorox
CLX
+$811K

Top Sells

1
+$875K
2
+$803K
3
+$800K
4
AAPL icon
Apple
AAPL
+$781K
5
CAH icon
Cardinal Health
CAH
+$735K

Sector Composition

1 Industrials 41.43%
2 Technology 32.16%
3 Energy 6.67%
4 Communication Services 3.96%
5 Financials 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-11,825
52
– –
-13,574
53
– –
0
54
– –
-1,050
55
– –
-17,319
56
– –
0
1 2
3