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
$94.9M
AUM Growth
-$2.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$4.72M
3
+$4.23M
4
AAPL icon
Apple
AAPL
+$1.9M
5
ABBV icon
AbbVie
ABBV
+$444K

Top Sells

1
+$12.8M
2
+$7.62M
3
+$2.54M
4
UWM icon
ProShares Ultra Russell2000
UWM
+$2.11M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.96M

Sector Composition

1 Industrials 30.58%
2 Technology 14.56%
3 Healthcare 4.99%
4 Energy 2.68%
5 Communication Services 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.3M 25.48%
309,474
+51,623
2
$13.4M 12.11%
+110,804
3
$12.3M 11.08%
115,236
-18,416
4
$8.02M 7.22%
470,708
+111,468
5
$7.22M 6.5%
396,220
-115,904
6
$4.23M 3.82%
+81,402
7
$3.35M 3.02%
100,624
-7,516
8
$2.11M 1.9%
24,374
9
$1.21M 1.09%
14,028
10
$883K 0.8%
63,976
-11,792
11
$647K 0.58%
3,652
+618
12
$623K 0.56%
3,707
+600
13
$623K 0.56%
13,322
+300
14
$589K 0.53%
7,113
-21
15
$580K 0.52%
16,348
+1,700
16
$496K 0.45%
9,798
+2,159
17
$444K 0.4%
+9,928
18
$413K 0.37%
12,532
-549
19
$410K 0.37%
6,344
+1,532
20
$401K 0.36%
3,089
-9
21
$386K 0.35%
4,091
+912
22
$385K 0.35%
6,329
+1,483
23
$376K 0.34%
6,154
24
$375K 0.34%
7,155
+3,459
25
$365K 0.33%
8,113
+1,866
1
2 3 4