LWM

Lyons Wealth Management Portfolio holdings

AUM $34.1M
1-Year Est. Return 23.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$95.1M
AUM Growth
+$1.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.17M
3
+$1.12M
4
ADP icon
Automatic Data Processing
ADP
+$1.12M
5
HRB icon
H&R Block
HRB
+$1.1M

Top Sells

1
+$1.52M
2
+$1.12M
3
+$1.11M
4
PAYX icon
Paychex
PAYX
+$1.07M
5
HAS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-38,174
77
– –
-7,851
78
– –
-18,380
79
– –
-16,616
80
– –
-13,287
81
– –
-34,325
82
– –
0
1 2 3
4