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
$87.6M
AUM Growth
-$4.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$991K
3
+$981K
4
LECO icon
Lincoln Electric
LECO
+$973K
5
BA icon
Boeing
BA
+$973K

Top Sells

1
+$1.26M
2
+$1.2M
3
+$1.15M
4
TXN icon
Texas Instruments
TXN
+$1.12M
5
UPS icon
United Parcel Service
UPS
+$935K

Sector Composition

1 Industrials 41.51%
2 Technology 33.75%
3 Energy 6.54%
4 Consumer Discretionary 6.08%
5 Consumer Staples 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.3M 32.37%
292,457
-9,410
2
$14.4M 16.41%
458,264
-5,508
3
$5.43M 6.2%
123,013
+1,098
4
$2.73M 3.12%
43,667
-13,648
5
$1.57M 1.79%
49,696
-25,009
6
$1.27M 1.45%
15,265
7
$1.16M 1.32%
14,925
8
$1.12M 1.28%
7,882
-763
9
$1.1M 1.26%
31,825
-4,364
10
$1.06M 1.22%
6,830
-40
11
$1.06M 1.21%
8,490
-1,029
12
$1.05M 1.2%
35,546
+1,042
13
$1.04M 1.19%
8,060
-470
14
$1.03M 1.18%
60,526
15
$1.01M 1.15%
16,036
-6,780
16
$1M 1.14%
30,695
-542
17
$984K 1.12%
9,458
-1,208
18
$968K 1.11%
8,695
-1,406
19
$948K 1.08%
+46,581
20
$948K 1.08%
24,833
-19
21
$947K 1.08%
+14,465
22
$937K 1.07%
21,191
-1,759
23
$933K 1.07%
7,127
-156
24
$930K 1.06%
11,582
-1,026
25
$929K 1.06%
4,989
-856
1
2 3