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
$297M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.3M
3
+$815K
4
AMGN icon
Amgen
AMGN
+$801K
5
CSX icon
CSX Corp
CSX
+$759K

Top Sells

1
+$2.15M
2
+$1.52M
3
+$1.51M
4
PANW icon
Palo Alto Networks
PANW
+$1.43M
5
SBUX icon
Starbucks
SBUX
+$897K

Sector Composition

1 Technology 25.79%
2 Financials 13.58%
3 Industrials 11.24%
4 Consumer Discretionary 10.44%
5 Healthcare 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.27M 1.44%
51,290
+1,055
27
$4.26M 1.43%
25,833
-610
28
$4.19M 1.41%
151,949
-10,520
29
$4.17M 1.4%
21,795
+1,161
30
$4.15M 1.4%
27,630
+490
31
$4.14M 1.39%
13,053
+131
32
$4.11M 1.38%
98,218
+1,976
33
$4.01M 1.35%
95,057
-6,666
34
$3.87M 1.3%
18,726
-500
35
$3.85M 1.3%
209,819
-8,933
36
$3.85M 1.3%
548,040
+3,040
37
$3.75M 1.26%
10,506
-182
38
$3.59M 1.21%
17,335
+3,865
39
$3.45M 1.16%
27,049
+10,784
40
$3.42M 1.15%
23,359
+1,259
41
$3.4M 1.15%
50,917
-2,738
42
$3.39M 1.14%
56,880
+8,020
43
$3.21M 1.08%
13,285
+185
44
$3.17M 1.07%
34,956
+1,201
45
$3.13M 1.05%
1,576
+25
46
$3.07M 1.04%
63,191
+5,025
47
$2.78M 0.94%
15,941
+4,677
48
$2.74M 0.92%
57,908
-629
49
$2.68M 0.9%
109,993
+3,575
50
$2.52M 0.85%
153,340
+79,060
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