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
$274M
AUM Growth
+$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$1.04M
3
+$394K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$393K
5
MSFT icon
Microsoft
MSFT
+$388K

Top Sells

1
+$1.76M
2
+$758K
3
+$709K
4
CELG
Celgene Corp
CELG
+$654K
5
PANW icon
Palo Alto Networks
PANW
+$600K

Sector Composition

1 Technology 25.02%
2 Financials 13.82%
3 Consumer Discretionary 12.41%
4 Industrials 10.75%
5 Healthcare 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4M 1.46%
48,960
+420
27
$3.98M 1.45%
12,922
-350
28
$3.92M 1.43%
218,752
-19,884
29
$3.83M 1.4%
50,235
+1,735
30
$3.78M 1.38%
12,781
-321
31
$3.71M 1.36%
19,226
+100
32
$3.65M 1.33%
17,612
+385
33
$3.6M 1.31%
27,140
+90
34
$3.54M 1.29%
53,655
+475
35
$3.31M 1.21%
96,242
-601
36
$3.29M 1.2%
20,634
+816
37
$3.23M 1.18%
545,000
-800
38
$3.14M 1.15%
1,551
-31
39
$3.08M 1.13%
33,755
+430
40
$2.98M 1.09%
13,100
+160
41
$2.94M 1.07%
22,100
-1,220
42
$2.91M 1.06%
58,537
-4,156
43
$2.9M 1.06%
10,688
+39
44
$2.73M 1%
48,860
-2,020
45
$2.59M 0.95%
106,418
+200
46
$2.5M 0.91%
58,166
+2,350
47
$2.49M 0.91%
13,470
+15
48
$2.46M 0.9%
100,853
+4,200
49
$2.15M 0.79%
55,320
-175
50
$2.13M 0.78%
11,264
+2,082
1
2
3 4 5