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
$66M
AUM Growth
-$3.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$815K
2
+$780K
3
+$778K
4
KMB icon
Kimberly-Clark
KMB
+$711K
5
COR icon
Cencora
COR
+$694K

Top Sells

1
+$2.58M
2
+$1.03M
3
+$963K
4
EXPD icon
Expeditors International
EXPD
+$955K
5
GPC icon
Genuine Parts
GPC
+$923K

Sector Composition

1 Technology 40.93%
2 Industrials 32.13%
3 Consumer Discretionary 6.93%
4 Healthcare 4.38%
5 Communication Services 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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0
52
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-9,979
53
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-5,624
54
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55
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-3,232
56
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57
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-4,861
58
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-8,200
59
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-46,716
60
– –
0
61
– –
-47,262
62
– –
-4,419
63
– –
-2,519
1 2
3