LWM
Lyons Wealth Management Portfolio holdings
AUM
$34.1M
This Quarter Return
+5.8%
1 Year Return
+23.87%
3 Year Return
+40.38%
5 Year Return
+55.54%
10 Year Return
–
AUM
$94.9M
AUM Growth
+$94.9M
(-2.9%)
Cap. Flow
-$7.99M
Cap. Flow
% of AUM
-8.43%
Top 10 Holdings %
Top 10 Hldgs %
85.41%
Holding
92
New
15
Increased
15
Reduced
13
Closed
34
Top Buys
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$13.4M |
| 2 |
United Parcel Service
UPS
|
$4.72M |
| 3 |
ProShares Ultra 7-10 Year Treasury
UST
|
$4.23M |
| 4 |
Apple
AAPL
|
$1.9M |
| 5 |
AbbVie
ABBV
|
$444K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$12.8M |
| 2 |
ProShares Ultra S&P500
SSO
|
$7.62M |
| 3 |
Qualcomm
QCOM
|
$2.54M |
| 4 |
ProShares Ultra Russell2000
UWM
|
$2.11M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$1.96M |
Sector Composition
| 1 | Industrials | 30.58% |
| 2 | Technology | 14.56% |
| 3 | Healthcare | 4.99% |
| 4 | Energy | 2.68% |
| 5 | Communication Services | 1.32% |
