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
$240M
AUM Growth
-$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$2.32M
3
+$439K
4
BAC icon
Bank of America
BAC
+$409K
5
GAMR icon
Amplify Video Game Tech ETF
GAMR
+$386K

Top Sells

1
+$1.58M
2
+$1.43M
3
+$1.17M
4
SWK icon
Stanley Black & Decker
SWK
+$1.06M
5
STI
SunTrust Banks, Inc.
STI
+$1.03M

Sector Composition

1 Technology 25.99%
2 Financials 13.14%
3 Healthcare 10.73%
4 Industrials 10.01%
5 Consumer Discretionary 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.73M 1.56%
48,735
-110
27
$3.66M 1.53%
33,157
+25,828
28
$3.52M 1.47%
18,058
+723
29
$3.41M 1.42%
24,876
-957
30
$3.4M 1.42%
11,671
+1,165
31
$3.34M 1.4%
12,760
-85
32
$3.32M 1.39%
139,559
-12,390
33
$3.22M 1.35%
8,205
-1,493
34
$3.2M 1.34%
61,880
+5,000
35
$3.18M 1.33%
12,997
-56
36
$3.07M 1.28%
190,152
-19,667
37
$2.89M 1.21%
18,736
+10
38
$2.77M 1.16%
63,981
+790
39
$2.75M 1.15%
113,093
+3,100
40
$2.71M 1.13%
57,733
-175
41
$2.7M 1.13%
1,570
-6
42
$2.43M 1.02%
100,683
-1,520
43
$2.32M 0.97%
+25,215
44
$2.07M 0.87%
82,987
-1,000
45
$1.96M 0.82%
22,619
+3,475
46
$1.85M 0.77%
76,553
+1,340
47
$1.84M 0.77%
16,921
-480
48
$1.75M 0.73%
525,600
-22,440
49
$1.73M 0.72%
14,479
-8,880
50
$1.71M 0.72%
49,462
-45,595
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