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
$93.3M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.18M
3
+$1.12M
4
EMC
EMC CORPORATION
EMC
+$1.12M
5
GD icon
General Dynamics
GD
+$1.1M

Top Sells

1
+$2.92M
2
+$1.66M
3
+$1.31M
4
UPS icon
United Parcel Service
UPS
+$1.3M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.29M

Sector Composition

1 Industrials 36.77%
2 Technology 31.66%
3 Consumer Discretionary 7.54%
4 Energy 5.27%
5 Consumer Staples 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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