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
$65.7M
AUM Growth
+$4.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$1.65M
3
+$1.54M
4
BA icon
Boeing
BA
+$1.13M
5
AMGN icon
Amgen
AMGN
+$999K

Top Sells

1
+$1.28M
2
+$890K
3
+$822K
4
SBUX icon
Starbucks
SBUX
+$684K
5
COR icon
Cencora
COR
+$665K

Sector Composition

1 Technology 39.53%
2 Industrials 26.42%
3 Consumer Discretionary 5.84%
4 Healthcare 4.97%
5 Consumer Staples 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-11,307
52
– –
-6,166
53
– –
-29,638
54
– –
-3,178
1 2
3