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

Top Buys

1
+$1.63M
2
+$1.1M
3
+$1.1M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$1.06M
5
GD icon
General Dynamics
GD
+$1.06M

Top Sells

1
+$2.92M
2
+$1.66M
3
+$1.35M
4
UPS icon
United Parcel Service
UPS
+$1.32M
5
UST icon
ProShares Ultra 7-10 Year Treasury
UST
+$1.31M

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 31.69%
301,155
-13,257
2
$11.7M 12.51%
463,464
-3,172
3
$4.63M 4.96%
99,892
-23,206
4
$3.18M 3.41%
42,582
+238
5
$2.42M 2.6%
56,425
+27,448
6
$2.24M 2.4%
81,845
+205
7
$1.51M 1.62%
16,065
-25
8
$1.41M 1.51%
+46,091
9
$1.38M 1.48%
6,961
-8,335
10
$1.38M 1.48%
10,839
+8,693
11
$1.34M 1.43%
14,508
12
$1.33M 1.42%
37,292
+9,212
13
$1.2M 1.28%
6,528
+5,037
14
$1.12M 1.2%
+33,498
15
$1.12M 1.2%
+38,174
16
$1.1M 1.18%
+17,075
17
$1.08M 1.16%
63,526
-400
18
$1.07M 1.14%
+24,164
19
$1.06M 1.14%
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 1.11%
44,048
+34,048
24
$1.03M 1.11%
+18,380
25
$1.01M 1.08%
+28,764
1
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