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
$93.3M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.18M
3
+$1.12M
4
EMC
EMC CORPORATION
EMC
+$1.12M
5
GD icon
General Dynamics
GD
+$1.1M

Top Sells

1
+$2.92M
2
+$1.66M
3
+$1.31M
4
UPS icon
United Parcel Service
UPS
+$1.3M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.29M

Sector Composition

1 Industrials 36.77%
2 Technology 31.66%
3 Consumer Discretionary 7.54%
4 Energy 5.27%
5 Consumer Staples 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.6M 31.47%
301,155
-13,257
2
$11.7M 12.42%
463,464
-3,172
3
$4.63M 4.93%
99,892
-23,206
4
$3.18M 3.39%
42,582
+238
5
$2.42M 2.58%
56,425
+27,448
6
$2.24M 2.38%
81,845
+205
7
$1.51M 1.61%
16,065
-25
8
$1.41M 1.5%
+46,091
9
$1.38M 1.47%
6,961
-8,335
10
$1.38M 1.47%
10,839
+8,693
11
$1.34M 1.42%
14,508
12
$1.33M 1.41%
37,292
+9,212
13
$1.2M 1.27%
6,528
+5,037
14
$1.12M 1.19%
+33,498
15
$1.12M 1.19%
+38,174
16
$1.1M 1.17%
+17,075
17
$1.08M 1.15%
63,526
-400
18
$1.07M 1.14%
+24,164
19
$1.06M 1.13%
9,708
-11,840
20
$1.06M 1.13%
5,834
+466
21
$1.05M 1.12%
+19,040
22
$1.04M 1.11%
17,991
+377
23
$1.04M 1.1%
44,048
+34,048
24
$1.03M 1.1%
+18,380
25
$1.01M 1.07%
+28,764
1
2 3 4