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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
$60.9M
AUM Growth
-$5.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$920K
2
+$914K
3
+$903K
4
DIS icon
Walt Disney
DIS
+$892K
5
UNH icon
UnitedHealth
UNH
+$862K

Top Sells

1
+$5.68M
2
+$3.34M
3
+$1.18M
4
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$978K
5
OEF icon
iShares S&P 100 ETF
OEF
+$939K

Sector Composition

1 Technology 35.44%
2 Industrials 31.96%
3 Consumer Discretionary 9.53%
4 Healthcare 8.06%
5 Consumer Staples 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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-41,711
52
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0
53
– –
-30,750
54
– –
-5,826
55
– –
-76,292
56
– –
-6,410
57
– –
-9,409
58
– –
-16,099
59
– –
-4,908
60
– –
0
61
– –
-43,200
1 2
3