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
$94.9M
AUM Growth
-$2.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$4.54M
3
+$4.14M
4
AAPL icon
Apple
AAPL
+$1.85M
5
ABBV icon
AbbVie
ABBV
+$440K

Top Sells

1
+$12.8M
2
+$7.62M
3
+$2.72M
4
UWM icon
ProShares Ultra Russell2000
UWM
+$1.98M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.91M

Sector Composition

1 Industrials 30.58%
2 Technology 14.56%
3 Healthcare 4.99%
4 Energy 2.68%
5 Communication Services 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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-5,330
77
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-5,123
78
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79
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-14,000
80
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-5,594
81
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-79,470
82
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-6,350
83
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-3,679
84
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-6,480
85
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0
86
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-1,588,112
87
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0
88
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-55,000
89
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-32,483
90
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-4,266
91
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-870
92
$0 ﹤0.01%
58,100
1 2 3
4