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
$65.7M
AUM Growth
+$4.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$1.65M
3
+$1.54M
4
BA icon
Boeing
BA
+$1.13M
5
AMGN icon
Amgen
AMGN
+$999K

Top Sells

1
+$1.28M
2
+$890K
3
+$822K
4
SBUX icon
Starbucks
SBUX
+$684K
5
COR icon
Cencora
COR
+$665K

Sector Composition

1 Technology 39.53%
2 Industrials 26.42%
3 Consumer Discretionary 5.84%
4 Healthcare 4.97%
5 Consumer Staples 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.3M 29.35%
460,476
+119,112
2
$11.7M 17.71%
111,313
-12,252
3
$3.04M 4.62%
49,245
4
$2.05M 3.12%
17,039
+13,683
5
$1.75M 2.66%
20,906
+18,438
6
$1.13M 1.71%
+3,436
7
$1.05M 1.6%
14,095
8
$1.02M 1.56%
25,076
+172
9
$1.02M 1.55%
9,266
+169
10
$999K 1.52%
+5,860
11
$956K 1.45%
9,191
-822
12
$947K 1.44%
5,293
-142
13
$919K 1.4%
9,145
+488
14
$914K 1.39%
2,701
-38
15
$888K 1.35%
+5,859
16
$869K 1.32%
4,069
17
$864K 1.31%
11,465
+961
18
$864K 1.31%
7,940
-324
19
$862K 1.31%
12,359
-879
20
$860K 1.31%
15,730
+451
21
$857K 1.3%
9,182
-1,360
22
$838K 1.27%
+17,345
23
$833K 1.27%
2,946
-1,075
24
$798K 1.21%
7,685
+1,759
25
$794K 1.21%
5,741
+333
1
2 3