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
$73.1M
AUM Growth
+$2.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$808K
3
+$799K
4
EMR icon
Emerson Electric
EMR
+$789K
5
WMT icon
Walmart
WMT
+$457K

Top Sells

1
+$1.25M
2
+$927K
3
+$721K
4
MJN
Mead Johnson Nutrition Company
MJN
+$666K
5
BGY icon
BlackRock Enhanced International Dividend Trust
BGY
+$375K

Sector Composition

1 Industrials 43.25%
2 Technology 31.88%
3 Energy 5.46%
4 Consumer Discretionary 4.67%
5 Communication Services 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-4,736
52
– –
0
53
– –
-204
54
– –
-10,758
55
– –
-8,450
1 2
3