LWM
Lyons Wealth Management Portfolio holdings
AUM
$34.1M
This Quarter Return
+5.89%
1 Year Return
+23.87%
3 Year Return
+40.38%
5 Year Return
+55.54%
10 Year Return
–
AUM
$104M
AUM Growth
+$4.4M
(+4.4%)
Cap. Flow
-$784K
Cap. Flow
% of AUM
-0.75%
Top 10 Holdings %
Top 10 Hldgs %
62.7%
Holding
92
New
25
Increased
27
Reduced
7
Closed
19
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$2.93M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.34M |
| 3 |
Apple
AAPL
|
$1.51M |
| 4 |
United Parcel Service
UPS
|
$1.36M |
| 5 |
ProShares Ultra 7-10 Year Treasury
UST
|
$1.31M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$4.82M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$4.75M |
| 3 |
ProShares Ultra S&P500
SSO
|
$3.14M |
| 4 |
ProShares Ultra Russell2000
UWM
|
$2.89M |
| 5 |
Edgewell Personal Care
EPC
|
$1.71M |
Sector Composition
| 1 | Industrials | 35.68% |
| 2 | Technology | 22.48% |
| 3 | Consumer Staples | 5.77% |
| 4 | Consumer Discretionary | 4.73% |
| 5 | Energy | 4.61% |
