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
$99.8M
AUM Growth
-$6.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$3.82M
3
+$1.14M
4
GEN icon
Gen Digital
GEN
+$902K
5
MA icon
Mastercard
MA
+$781K

Top Sells

1
+$10.8M
2
+$6.26M
3
+$3.52M
4
SSO icon
ProShares Ultra S&P500
SSO
+$2.32M
5
MPC icon
Marathon Petroleum
MPC
+$698K

Sector Composition

1 Industrials 32.24%
2 Technology 20.66%
3 Healthcare 4.83%
4 Energy 4%
5 Consumer Staples 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
0
77
– –
-36,725
78
– –
-10,203
79
– –
-10,505
1 2 3
4