LWM
Lyons Wealth Management Portfolio holdings
AUM
$34.1M
This Quarter Return
+7.66%
1 Year Return
+23.87%
3 Year Return
+40.38%
5 Year Return
+55.54%
10 Year Return
–
AUM
$95.1M
AUM Growth
+$95.1M
(+1.9%)
Cap. Flow
-$3.69M
Cap. Flow
% of AUM
-3.87%
Top 10 Holdings %
Top 10 Hldgs %
68.6%
Holding
82
New
15
Increased
11
Reduced
18
Closed
23
Top Buys
| 1 |
Qualcomm
QCOM
|
$1.28M |
| 2 |
Genuine Parts
GPC
|
$1.22M |
| 3 |
HP
HPQ
|
$1.19M |
| 4 |
Foot Locker
FL
|
$1.18M |
| 5 |
H&R Block
HRB
|
$1.16M |
Top Sells
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.57M |
| 2 |
EMC
EMC CORPORATION
EMC
|
$1.12M |
| 3 |
Mattel
MAT
|
$1.12M |
| 4 |
Paychex
PAYX
|
$1.07M |
| 5 |
Hasbro
HAS
|
$1.05M |
Sector Composition
| 1 | Industrials | 42.61% |
| 2 | Technology | 31.42% |
| 3 | Consumer Discretionary | 9.55% |
| 4 | Energy | 3.55% |
| 5 | Consumer Staples | 2.69% |