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
$71.1M
AUM Growth
+$4.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$927K
3
+$912K
4
MAR icon
Marriott International
MAR
+$816K
5
CLX icon
Clorox
CLX
+$779K

Top Sells

1
+$875K
2
+$834K
3
+$803K
4
AVY icon
Avery Dennison
AVY
+$800K
5
CAH icon
Cardinal Health
CAH
+$735K

Sector Composition

1 Industrials 41.43%
2 Technology 32.16%
3 Energy 6.67%
4 Communication Services 3.96%
5 Financials 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.2M 31.96%
211,869
-3,150
2
$11.9M 16.44%
421,696
-29,520
3
$4.37M 6.03%
75,877
+348
4
$3.11M 4.29%
45,464
+377
5
$2.17M 2.99%
27,934
+13,567
6
$1.76M 2.43%
49,245
-10,000
7
$1.12M 1.55%
21,606
-1,162
8
$927K 1.28%
+8,561
9
$912K 1.26%
+13,801
10
$898K 1.24%
43,158
-636
11
$890K 1.23%
56,833
12
$887K 1.22%
6,724
-134
13
$878K 1.21%
7,177
-263
14
$867K 1.2%
16,846
-502
15
$862K 1.19%
10,174
+45
16
$856K 1.18%
6,686
-312
17
$849K 1.17%
12,070
-1,142
18
$836K 1.15%
5,509
+68
19
$833K 1.15%
13,124
+493
20
$825K 1.14%
10,452
+990
21
$821K 1.13%
8,192
-303
22
$816K 1.13%
+12,095
23
$791K 1.09%
11,207
-250
24
$787K 1.09%
9,905
+909
25
$782K 1.08%
14,771
+1,480
1
2 3