LWM

Lyell Wealth Management Portfolio holdings

AUM $1.27B
1-Year Est. Return 23.3%
This Quarter Est. Return
1 Year Est. Return
+23.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$6.64M
3
+$3.93M
4
JPM icon
JPMorgan Chase
JPM
+$3.93M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.51%
2 Industrials 15.42%
3 Consumer Discretionary 11.96%
4 Healthcare 9.76%
5 Financials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.5M 1.56%
+81,235
27
$2.5M 1.55%
+66,640
28
$2.46M 1.53%
+1,676
29
$2.44M 1.51%
+24,875
30
$2.39M 1.48%
+77,070
31
$2.28M 1.41%
+44,632
32
$2.19M 1.36%
+15,470
33
$2.18M 1.36%
+15,284
34
$2.16M 1.34%
+18,804
35
$2.14M 1.33%
+31,255
36
$2.13M 1.33%
+55,300
37
$2.09M 1.3%
+35,840
38
$2.05M 1.27%
+27,561
39
$2.04M 1.27%
+19,459
40
$2.02M 1.25%
+17,410
41
$1.99M 1.24%
+33,415
42
$1.94M 1.21%
+29,883
43
$1.82M 1.13%
+12,425
44
$1.76M 1.1%
+58,351
45
$1.61M 1%
+31,145
46
$1.58M 0.98%
+52,522
47
$1.53M 0.95%
+27,935
48
$1.5M 0.93%
+19,398
49
$1.44M 0.9%
+12,730
50
$1.36M 0.84%
+19,460
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