LYONS WEALTH Overview

Lyons Wealth Management Llc. is an investment advisor that manages 260.9 MM dollars in regulatory AUM and has 10 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/11 to 09/30/16. The fund's latest filing disclosed 71MM in positions, representing 27% of the manager's regulatory AUM.

LYONS WEALTH StockAlpha

-1.4%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

LYONS WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
UPS 32.61% Industrials 7.31% 0.26% 0 20%
AAPL 16.78% Tech -2.24% -0.18% 0 42%
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FEATURED IN
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LYONS WEALTH Founders and Key Employees

Name Title In Position Since
Alexander Read Ceo/Chief Compliance Officer June-2009

LYONS WEALTH Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro

LYONS WEALTH Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


LWM’s CEO, Alexander Read; Managing Director, Portfolio Management & Research, Alan Stevens; and Executive Director of Trading & Research, Brent Haworth work together to conduct fundamental analysis on securities recommended for client accounts. A fundamental approach is used to gather information. Such analysis considers: economic conditions, earnings, cash flow, book value projections, industry outlook, politics (as it relates to investments), historical data, price-earnings ratios, dividends, interest rates, company management, debt ratios and tax benefits to determine the companies in which to allocate assets. Technical analysis is also used to determine the most appropriate time of entry & exit points for securities and option contracts.



Sources of Information


The Company relies on numerous financial publications as well as independent research sources for info...
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LYONS WEALTH Portfolio Concentration

LYONS WEALTH Location

807 W MORSE BLVD
# 105
WINTER PARK, Florida
UNITED STATES, 32789

LYONS WEALTH Contact Information

Phone Number: 407 951 8710
Fax Number: 407-951-8720
Website:

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