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
$104M
AUM Growth
+$4.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.33M
3
+$1.51M
4
UPS icon
United Parcel Service
UPS
+$1.36M
5
UST icon
ProShares Ultra 7-10 Year Treasury
UST
+$1.31M

Top Sells

1
+$4.82M
2
+$4.75M
3
+$3.14M
4
UWM icon
ProShares Ultra Russell2000
UWM
+$2.89M
5
EPC icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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