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
$104M
AUM Growth
+$4.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.33M
3
+$1.51M
4
UPS icon
United Parcel Service
UPS
+$1.36M
5
UST icon
ProShares Ultra 7-10 Year Treasury
UST
+$1.31M

Top Sells

1
+$4.82M
2
+$4.75M
3
+$3.14M
4
UWM icon
ProShares Ultra Russell2000
UWM
+$2.89M
5
EPC icon
Edgewell Personal Care
EPC
+$1.71M

Sector Composition

1 Industrials 35.68%
2 Technology 22.48%
3 Consumer Staples 5.77%
4 Consumer Discretionary 4.73%
5 Energy 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.1M 28.67%
314,412
+13,338
2
$10.8M 9.67%
466,636
+65,088
3
$5.14M 4.58%
123,098
+3,757
4
$3.35M 2.99%
42,344
-1,177
5
$3.01M 2.68%
15,296
-24,166
6
$2.92M 2.61%
+28,191
7
$2.56M 2.29%
21,548
-40,549
8
$2.33M 2.08%
+81,640
9
$1.62M 1.45%
16,090
+3,655
10
$1.43M 1.27%
14,508
11
$1.4M 1.25%
96,480
-216,800
12
$1.31M 1.17%
+24,393
13
$1.22M 1.08%
+14,632
14
$1.17M 1.05%
+7,635
15
$1.12M 1%
50,240
-129,860
16
$1.09M 0.97%
17,490
+1,570
17
$1.06M 0.94%
28,977
18
$1.03M 0.92%
16,926
+2,246
19
$1.02M 0.91%
30,503
+5,661
20
$1.02M 0.91%
+12,134
21
$1.01M 0.91%
20,107
+4,196
22
$1M 0.89%
+14,765
23
$998K 0.89%
+10,718
24
$996K 0.89%
+41,538
25
$995K 0.89%
17,614
+3,277
1
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