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
$106M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$10.9M
2 +$10.5M
3 +$6.37M
4
MVV icon
ProShares Ultra MidCap400
MVV
+$6.26M
5
QCOM icon
Qualcomm
QCOM
+$3.21M

Top Sells

1 +$15.3M
2 +$13.4M
3 +$7.22M
4
UST icon
ProShares Ultra 7-10 Year Treasury
UST
+$4.23M
5
JNJ icon
Johnson & Johnson
JNJ
+$2.11M

Sector Composition

1 Industrials 31.77%
2 Technology 17.99%
3 Energy 4.68%
4 Healthcare 2.53%
5 Consumer Staples 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
0
77
0
78
-3,707
79
-11,610
80
-81,402
81
-396,220
82
-10,145
83
-7,155