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
$95.1M
AUM Growth
+$1.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.22M
3
+$1.19M
4
FL
Foot Locker
FL
+$1.18M
5
HRB icon
H&R Block
HRB
+$1.16M

Top Sells

1
+$1.57M
2
+$1.12M
3
+$1.12M
4
PAYX icon
Paychex
PAYX
+$1.07M
5
HAS icon
Hasbro
HAS
+$1.05M

Sector Composition

1 Industrials 42.61%
2 Technology 31.42%
3 Consumer Discretionary 9.55%
4 Energy 3.55%
5 Consumer Staples 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.6M 35.17%
301,867
+712
2
$12.7M 13.35%
461,644
-1,820
3
$5.62M 5.89%
121,038
+21,146
4
$4.44M 4.66%
59,757
+17,175
5
$2.19M 2.3%
52,905
-3,520
6
$1.42M 1.49%
15,415
-650
7
$1.39M 1.46%
10,100
-739
8
$1.38M 1.44%
36,602
-690
9
$1.27M 1.33%
30,311
+6,080
10
$1.26M 1.32%
32,287
-1,211
11
$1.22M 1.28%
+11,437
12
$1.19M 1.24%
+65,029
13
$1.18M 1.24%
+21,091
14
$1.16M 1.21%
+34,387
15
$1.15M 1.2%
+13,776
16
$1.15M 1.2%
5,962
-566
17
$1.14M 1.19%
+10,831
18
$1.14M 1.19%
63,526
19
$1.13M 1.19%
17,271
-720
20
$1.13M 1.19%
+63,177
21
$1.12M 1.17%
13,924
-584
22
$1.11M 1.17%
15,542
-1,533
23
$1.11M 1.16%
7,240
+1,406
24
$1.09M 1.15%
+15,810
25
$1.08M 1.13%
+15,030
1
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