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
$92.5M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$960K
2
+$900K
3
+$803K
4
IPG icon
Interpublic Group of Companies
IPG
+$787K
5
RHI icon
Robert Half
RHI
+$780K

Top Sells

1
+$3.71M
2
+$1.26M
3
+$1.05M
4
VLO icon
Valero Energy
VLO
+$995K
5
ROK icon
Rockwell Automation
ROK
+$874K

Sector Composition

1 Industrials 54.02%
2 Technology 29.07%
3 Consumer Discretionary 5.72%
4 Communication Services 3.37%
5 Consumer Staples 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42.3M 44.55%
194,124
-17,020
2
$15.1M 15.92%
420,540
-524
3
$5.01M 5.28%
76,020
-236
4
$2.65M 2.8%
46,249
+427
5
$2.06M 2.17%
49,245
6
$1.16M 1.22%
14,095
7
$1.05M 1.11%
5,933
-478
8
$980K 1.03%
10,402
-1,398
9
$960K 1.01%
+19,270
10
$954K 1.01%
12,201
-568
11
$932K 0.98%
10,071
-1,886
12
$929K 0.98%
16,476
+644
13
$921K 0.97%
6,094
+130
14
$918K 0.97%
11,428
+535
15
$913K 0.96%
6,224
+176
16
$900K 0.95%
+18,308
17
$893K 0.94%
5,358
+450
18
$888K 0.94%
14,832
+697
19
$886K 0.93%
3,306
+41
20
$885K 0.93%
11,476
-71
21
$883K 0.93%
10,231
+613
22
$882K 0.93%
11,766
+484
23
$877K 0.92%
36,537
+4,683
24
$827K 0.87%
40,601
+615
25
$807K 0.85%
8,746
+948
1
2 3