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
$69.9M
AUM Growth
-$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$879K
2
+$839K
3
+$814K
4
OEF icon
iShares S&P 100 ETF
OEF
+$807K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$794K

Top Sells

1
+$6.92M
2
+$980K
3
+$921K
4
EMR icon
Emerson Electric
EMR
+$888K
5
CHRW icon
C.H. Robinson
CHRW
+$885K

Sector Composition

1 Technology 38.66%
2 Industrials 30.72%
3 Consumer Discretionary 7.63%
4 Consumer Staples 5.88%
5 Communication Services 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-11,476
52
– –
-6,094
53
– –
-14,832
54
– –
0
55
– –
0
56
– –
-31,975
57
– –
-10,402
58
– –
0
59
– –
-6,614
1 2
3