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
$69.3M
AUM Growth
+$3.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$861K
3
+$828K
4
MSFT icon
Microsoft
MSFT
+$784K
5
HPQ icon
HP
HPQ
+$780K

Top Sells

1
+$864K
2
+$864K
3
+$838K
4
CL icon
Colgate-Palmolive
CL
+$775K
5
ROK icon
Rockwell Automation
ROK
+$737K

Sector Composition

1 Technology 42.16%
2 Industrials 26.39%
3 Consumer Discretionary 6.39%
4 Healthcare 3.99%
5 Energy 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,726
52
– –
-5,500
53
– –
-4,233
54
– –
-1,063
55
– –
-6,460
56
– –
-5,682
1 2
3