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
$73.1M
AUM Growth
+$2.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$808K
3
+$799K
4
EMR icon
Emerson Electric
EMR
+$789K
5
WMT icon
Walmart
WMT
+$457K

Top Sells

1
+$1.25M
2
+$927K
3
+$721K
4
MJN
Mead Johnson Nutrition Company
MJN
+$666K
5
BGY icon
BlackRock Enhanced International Dividend Trust
BGY
+$375K

Sector Composition

1 Industrials 43.25%
2 Technology 31.88%
3 Energy 5.46%
4 Consumer Discretionary 4.67%
5 Communication Services 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.2M 33.04%
211,144
-725
2
$12.2M 16.64%
421,064
-632
3
$4.74M 6.47%
76,256
+379
4
$2.99M 4.08%
45,822
+358
5
$1.74M 2.37%
49,245
6
$1.27M 1.74%
14,095
-13,839
7
$1.26M 1.71%
56,833
8
$1.16M 1.59%
21,777
+171
9
$1.06M 1.44%
11,957
-1,844
10
$1.05M 1.44%
+47,095
11
$997K 1.36%
6,411
-313
12
$995K 1.36%
14,514
-257
13
$977K 1.33%
11,800
-295
14
$911K 1.24%
12,769
-355
15
$874K 1.19%
6,498
-679
16
$869K 1.19%
39,986
-3,172
17
$846K 1.15%
11,547
+340
18
$841K 1.15%
9,644
-261
19
$838K 1.14%
15,832
-1,014
20
$816K 1.11%
5,964
-722
21
$816K 1.11%
9,618
-556
22
$811K 1.11%
6,048
+144
23
$808K 1.1%
+3,265
24
$799K 1.09%
+11,282
25
$794K 1.08%
10,893
-1,177
1
2 3