LWM

Lyons Wealth Management Portfolio holdings

AUM $34.1M
1-Year Est. Return 23.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.5M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$960K
2
+$900K
3
+$803K
4
IPG
Interpublic Group of Companies
IPG
+$787K
5
RHI icon
Robert Half
RHI
+$780K

Top Sells

1
+$3.71M
2
+$1.26M
3
+$1.05M
4
VLO icon
Valero Energy
VLO
+$995K
5
ROK icon
Rockwell Automation
ROK
+$874K

Sector Composition

1 Industrials 54.02%
2 Technology 29.07%
3 Consumer Discretionary 5.72%
4 Communication Services 3.37%
5 Consumer Staples 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-11,704
52
– –
-9,644
53
– –
-12,202
54
– –
-56,833
55
– –
-10,000
56
– –
-5,807
57
– –
-47,095
1 2
3