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
$29.8M
AUM Growth
-$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$677K
2
+$453K
3
+$65.4K
4
MSFT icon
Microsoft
MSFT
+$44.9K
5
VZ icon
Verizon
VZ
+$23.6K

Top Sells

1
+$6.11M
2
+$1.28M
3
+$1.28M
4
BEAT
BioTelemetry, Inc.
BEAT
+$1.14M
5
MPC icon
Marathon Petroleum
MPC
+$763K

Sector Composition

1 Industrials 33.97%
2 Technology 22.93%
3 Consumer Discretionary 11.3%
4 Healthcare 7.44%
5 Communication Services 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.21M 16.99%
53,431
-62,679
2
$2.94M 9.57%
49,245
3
$1.18M 3.84%
11,593
+442
4
$985K 3.21%
11,058
-2,984
5
$961K 3.13%
14,095
6
$904K 2.95%
16,075
+420
7
$870K 2.84%
7,938
-513
8
$863K 2.81%
19,290
-1,014
9
$836K 2.72%
2,586
-167
10
$792K 2.58%
5,923
-972
11
$784K 2.56%
4,037
+111
12
$777K 2.53%
7,180
-568
13
$764K 2.49%
4,452
-302
14
$753K 2.45%
3,025
-284
15
$702K 2.29%
14,066
-1,041
16
$690K 2.25%
6,935
-658
17
$686K 2.24%
5,197
-627
18
$677K 2.21%
+9,924
19
$649K 2.12%
6,838
-506
20
$641K 2.09%
6,651
-488
21
$635K 2.07%
16,104
-2,144
22
$633K 2.06%
2,409
-181
23
$607K 1.98%
2,151
-191
24
$573K 1.87%
28,013
-2,496
25
$530K 1.73%
2,527
+312
1
2