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
$91.8M
AUM Growth
-$3.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.2M
3
+$1.18M
4
MMM icon
3M
MMM
+$1.18M
5
TXN icon
Texas Instruments
TXN
+$1.12M

Top Sells

1
+$1.22M
2
+$1.19M
3
+$1.13M
4
WU icon
Western Union
WU
+$1.13M
5
CL icon
Colgate-Palmolive
CL
+$1.09M

Sector Composition

1 Industrials 39.51%
2 Technology 34.6%
3 Consumer Discretionary 8.16%
4 Energy 6.61%
5 Consumer Staples 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.3M 31.74%
301,867
2
$14.4M 15.65%
463,772
+2,128
3
$4.96M 5.38%
121,915
+877
4
$3.97M 4.31%
57,315
-2,442
5
$2.65M 2.88%
74,705
+21,800
6
$1.5M 1.62%
36,189
-413
7
$1.45M 1.57%
+22,816
8
$1.32M 1.43%
10,592
+3,843
9
$1.3M 1.41%
15,265
-150
10
$1.26M 1.37%
19,983
-1,108
11
$1.2M 1.3%
+23,334
12
$1.19M 1.29%
5,845
-117
13
$1.18M 1.28%
31,237
-1,050
14
$1.18M 1.28%
+10,666
15
$1.18M 1.28%
8,645
-1,455
16
$1.18M 1.28%
+8,530
17
$1.15M 1.25%
14,695
-847
18
$1.15M 1.24%
10,101
-730
19
$1.12M 1.22%
+19,647
20
$1.11M 1.2%
34,504
+117
21
$1.1M 1.19%
9,519
+428
22
$1.09M 1.18%
14,925
+1,001
23
$1.08M 1.17%
12,608
-1,168
24
$1.08M 1.17%
24,852
-5,459
25
$1.07M 1.16%
22,950
+11
1
2 3