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
$97.7M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$12.9M
3
+$12.8M
4
SSO icon
ProShares Ultra S&P500
SSO
+$7.66M
5
UWM icon
ProShares Ultra Russell2000
UWM
+$7.46M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 25.81%
2 Technology 14.6%
3 Healthcare 4.87%
4 Energy 3.8%
5 Communication Services 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.3M 22.82%
+257,851
2
$13M 13.29%
+133,652
3
$12.8M 13.09%
+79,470
4
$7.67M 7.84%
+512,124
5
$7.62M 7.8%
+1,588,112
6
$5.09M 5.21%
+359,240
7
$3.74M 3.82%
+108,140
8
$2.54M 2.6%
+41,527
9
$2.09M 2.14%
+24,374
10
$1.61M 1.64%
+18,788
11
$1.27M 1.3%
+14,028
12
$1.09M 1.12%
+28,977
13
$975K 1%
+75,768
14
$653K 0.67%
+13,022
15
$568K 0.58%
+5,123
16
$557K 0.57%
+14,268
17
$556K 0.57%
+3,034
18
$533K 0.55%
+14,648
19
$498K 0.51%
+3,107
20
$478K 0.49%
+6,178
21
$457K 0.47%
+13,081
22
$436K 0.45%
+5,290
23
$410K 0.42%
+6,480
24
$387K 0.4%
+36,416
25
$386K 0.4%
+5,594
1
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