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
$41.9M
AUM Growth
+$6.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
18
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$1.81M
3
+$1.45M
4
ASAP
Waitr Holdings Inc. Common Stock
ASAP
+$1.02M
5
AMD icon
Advanced Micro Devices
AMD
+$669K

Top Sells

1
+$4.79M
2
+$1.79M
3
+$1.03M
4
WM icon
Waste Management
WM
+$239K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$25.4K

Sector Composition

1 Technology 30.94%
2 Industrials 11.24%
3 Energy 3.56%
4 Communication Services 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.75M 18.51%
+156,628
2
$7.34M 17.53%
66,748
+13,145
3
$6.99M 16.7%
55,606
-8,227
4
$6.04M 14.43%
71,231
+1,427
5
$3.01M 7.2%
29,190
-46,441
6
$1.81M 4.32%
+440,400
7
$1.47M 3.52%
10,997
+4,893
8
$1.25M 2.99%
20,268
-28,977
9
$1.08M 2.58%
14,095
10
$1.02M 2.44%
+8,123
11
$902K 2.15%
5,824
-121
12
$669K 1.6%
+22,032
13
$669K 1.6%
+1,838
14
$616K 1.47%
+4,412
15
$548K 1.31%
8,654
-401
16
$412K 0.98%
8,200
17
$281K 0.67%
10,148
-507
18
– –
-2,305