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
$300M
AUM Growth
+$60.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.74M
3
+$3.23M
4
VZ icon
Verizon
VZ
+$3.11M
5
SYK icon
Stryker
SYK
+$2.78M

Top Sells

1
+$3.26M
2
+$2.38M
3
+$2.17M
4
STI
SunTrust Banks, Inc.
STI
+$1.54M
5
DHI icon
D.R. Horton
DHI
+$1.12M

Sector Composition

1 Technology 29.84%
2 Financials 10.13%
3 Healthcare 10.1%
4 Consumer Discretionary 9.15%
5 Communication Services 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.35M 1.45%
14,388
+2,717
27
$4.13M 1.38%
36,555
-300
28
$4.1M 1.37%
69,960
+8,080
29
$3.98M 1.33%
35,805
+2,648
30
$3.96M 1.32%
+14,874
31
$3.93M 1.31%
35,622
+10,407
32
$3.79M 1.26%
70,103
+6,122
33
$3.74M 1.25%
+49,974
34
$3.66M 1.22%
68,235
+10,502
35
$3.55M 1.19%
18,684
+626
36
$3.53M 1.18%
13,077
+80
37
$3.52M 1.18%
137,034
-2,525
38
$3.4M 1.14%
18,681
-55
39
$3.31M 1.11%
189,177
-975
40
$3.23M 1.08%
+27,115
41
$3.11M 1.04%
+52,650
42
$3.06M 1.02%
123,818
+10,725
43
$2.88M 0.96%
139,250
+23,250
44
$2.78M 0.93%
+14,045
45
$2.69M 0.9%
598,560
+72,960
46
$2.67M 0.89%
107,253
+6,570
47
$2.54M 0.85%
18,634
+4,155
48
$2.47M 0.82%
+10,011
49
$2.19M 0.73%
17,738
+817
50
$2.12M 0.71%
83,937
+950
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