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
$375M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.75M
3
+$1.6M
4
TWLO icon
Twilio
TWLO
+$1.4M
5
FIS icon
Fidelity National Information Services
FIS
+$1.13M

Top Sells

1
+$1.57M
2
+$591K
3
+$582K
4
XLNX
Xilinx Inc
XLNX
+$333K
5
META icon
Meta Platforms (Facebook)
META
+$309K

Sector Composition

1 Technology 31.39%
2 Healthcare 12.66%
3 Financials 10.33%
4 Communication Services 10.21%
5 Consumer Discretionary 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.01M 1.61%
18,462
+331
27
$5.76M 1.54%
20,388
+2,519
28
$5.48M 1.46%
16,973
+27
29
$5.38M 1.44%
80,500
+4,340
30
$5.26M 1.41%
15,299
+645
31
$5.26M 1.4%
96,176
+15,784
32
$5.16M 1.38%
31,116
+940
33
$4.88M 1.3%
22,233
+635
34
$4.85M 1.29%
23,025
+1,060
35
$4.76M 1.27%
35,955
+1,056
36
$4.71M 1.26%
76,724
+2,306
37
$4.55M 1.22%
17,430
+1,636
38
$4.51M 1.2%
37,497
+1,013
39
$4.44M 1.18%
74,141
+1,081
40
$4.4M 1.18%
31,648
+8,154
41
$4.27M 1.14%
35,318
-1,575
42
$4.26M 1.14%
235,444
+47,824
43
$4.23M 1.13%
719,400
+25,080
44
$4.09M 1.09%
24,684
45
$4.07M 1.09%
34,925
-1,515
46
$3.94M 1.05%
157,949
+10,731
47
$3.58M 0.96%
74,658
+2,963
48
$3.49M 0.93%
137,853
+11,025
49
$2.92M 0.78%
114,141
+24,138
50
$2.9M 0.78%
24,088
+926
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