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
$77.5M
AUM Growth
+$735K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$999K
3
+$987K
4
CAH icon
Cardinal Health
CAH
+$976K
5
EXPD icon
Expeditors International
EXPD
+$800K

Top Sells

1
+$1.2M
2
+$982K
3
+$877K
4
TPR icon
Tapestry
TPR
+$831K
5
MMM icon
3M
MMM
+$817K

Sector Composition

1 Industrials 40.35%
2 Technology 33.1%
3 Consumer Discretionary 6.11%
4 Energy 5.78%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.4M 32.4%
263,913
2
$12M 15.36%
457,664
-45,616
3
$6.44M 8.22%
116,088
-3,558
4
$2.22M 2.84%
44,495
+433
5
$1.58M 2.02%
59,696
+10,000
6
$1.1M 1.4%
14,095
-1,170
7
$1.09M 1.39%
15,411
+369
8
$1.06M 1.35%
7,325
+810
9
$1.02M 1.3%
60,333
-1,026
10
$1.01M 1.29%
+18,411
11
$1M 1.28%
7,589
-511
12
$999K 1.27%
+7,883
13
$987K 1.26%
+9,743
14
$976K 1.25%
+10,924
15
$969K 1.24%
12,799
+194
16
$945K 1.21%
7,439
-1,601
17
$945K 1.21%
18,204
+1,221
18
$940K 1.2%
11,889
+2,197
19
$918K 1.17%
14,588
+309
20
$916K 1.17%
21,505
+1,219
21
$894K 1.14%
10,568
-508
22
$865K 1.1%
8,452
+1,279
23
$855K 1.09%
6,518
+675
24
$829K 1.06%
46,240
+2,601
25
$818K 1.04%
5,976
-315
1
2 3