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
$99.8M
AUM Growth
-$6.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$3.89M
3
+$1.16M
4
GEN icon
Gen Digital
GEN
+$841K
5
ALTR
Altera Corp
ALTR
+$814K

Top Sells

1
+$10.8M
2
+$6.26M
3
+$3.58M
4
SSO icon
ProShares Ultra S&P500
SSO
+$2.42M
5
MPC icon
Marathon Petroleum
MPC
+$698K

Sector Composition

1 Industrials 32.24%
2 Technology 20.66%
3 Healthcare 4.83%
4 Energy 4%
5 Consumer Staples 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.3M 25.64%
301,074
-800
2
$7.7M 6.73%
401,548
+21,308
3
$7.42M 6.49%
39,462
-19,048
4
$7.22M 6.32%
62,097
+60,067
5
$4.89M 4.28%
119,341
+4,885
6
$4.13M 3.61%
313,280
-183,480
7
$3.89M 3.4%
+180,100
8
$3.43M 3%
43,521
+186
9
$1.71M 1.49%
22,941
+15,605
10
$1.32M 1.16%
14,508
-2,286
11
$1.21M 1.06%
12,435
-1,593
12
$1.09M 0.96%
63,526
13
$1.07M 0.93%
28,977
14
$936K 0.82%
15,920
+3,798
15
$873K 0.76%
28,626
+6,645
16
$852K 0.75%
25,738
+8,081
17
$841K 0.74%
+42,132
18
$814K 0.71%
+22,395
19
$813K 0.71%
6,884
+1,439
20
$808K 0.71%
8,149
+1,580
21
$801K 0.7%
+13,838
22
$795K 0.7%
4,306
+1,197
23
$792K 0.69%
14,680
+3,469
24
$789K 0.69%
+23,897
25
$775K 0.68%
+10,622
1
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