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
$66.1M
AUM Growth
-$2.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$875K
2
+$867K
3
+$829K
4
CMI icon
Cummins
CMI
+$786K
5
OXY icon
Occidental Petroleum
OXY
+$688K

Top Sells

1
+$923K
2
+$918K
3
+$896K
4
CLX icon
Clorox
CLX
+$783K
5
MSFT icon
Microsoft
MSFT
+$745K

Sector Composition

1 Industrials 43.74%
2 Technology 31.71%
3 Energy 5.25%
4 Consumer Discretionary 5.11%
5 Communication Services 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.2M 34.94%
215,019
-2,338
2
$10.8M 16.27%
451,216
+2,044
3
$3.87M 5.83%
75,529
-14,565
4
$2.42M 3.64%
45,087
+429
5
$1.46M 2.2%
59,245
+10,000
6
$1.35M 2.03%
14,367
+272
7
$1.27M 1.92%
22,768
+15,539
8
$890K 1.34%
6,858
+444
9
$875K 1.32%
+13,574
10
$862K 1.3%
8,495
-1,519
11
$855K 1.29%
7,440
-852
12
$850K 1.28%
11,457
-2,182
13
$849K 1.28%
17,348
-1,654
14
$843K 1.27%
43,794
-4,653
15
$831K 1.25%
9,136
-849
16
$829K 1.25%
+13,212
17
$827K 1.25%
10,129
-1,249
18
$803K 1.21%
17,319
-1,288
19
$800K 1.21%
10,692
-1,960
20
$792K 1.19%
5,441
-833
21
$788K 1.19%
9,462
+213
22
$788K 1.19%
12,631
-2,688
23
$786K 1.19%
+6,998
24
$755K 1.14%
56,833
-3,500
25
$735K 1.11%
9,440
+645
1
2 3