LWM
Lyons Wealth Management Portfolio holdings
AUM
$34.1M
This Quarter Return
+0.46%
1 Year Return
+23.87%
3 Year Return
+40.38%
5 Year Return
+55.54%
10 Year Return
–
AUM
$93.3M
AUM Growth
-$10.9M
(-10%)
Cap. Flow
-$10.6M
Cap. Flow
% of AUM
-11.31%
Top 10 Holdings %
Top 10 Hldgs %
63.65%
Holding
92
New
15
Increased
17
Reduced
16
Closed
26
Top Buys
| 1 |
Mattel
MAT
|
$1.41M |
| 2 |
NetApp
NTAP
|
$1.18M |
| 3 |
Best Buy
BBY
|
$1.12M |
| 4 |
EMC
EMC CORPORATION
EMC
|
$1.12M |
| 5 |
General Dynamics
GD
|
$1.1M |
Top Sells
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$2.93M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.66M |
| 3 |
ProShares Ultra 7-10 Year Treasury
UST
|
$1.31M |
| 4 |
United Parcel Service
UPS
|
$1.3M |
| 5 |
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% |
