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
$456M
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$3.51M
3
+$3.31M
4
TWLO icon
Twilio
TWLO
+$3.09M
5
DOCU icon
DocuSign
DOCU
+$2.49M

Top Sells

1
+$7.14M
2
+$3.13M
3
+$3.08M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.8M
5
BA icon
Boeing
BA
+$1.32M

Sector Composition

1 Technology 39.75%
2 Healthcare 13.58%
3 Communication Services 9.78%
4 Consumer Discretionary 8.25%
5 Financials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.62M 1.45%
70,371
+4,776
27
$6.54M 1.43%
34,410
+285
28
$6.42M 1.41%
19,457
+825
29
$6.05M 1.33%
16,784
+154
30
$6.05M 1.33%
54,222
+2,951
31
$5.95M 1.31%
43,429
+4,849
32
$5.79M 1.27%
40,735
+4,414
33
$5.65M 1.24%
42,161
+5,386
34
$5.6M 1.23%
79,240
-160
35
$5.54M 1.22%
38,313
+1,799
36
$5.27M 1.16%
30,604
+14,480
37
$5.01M 1.1%
210,928
+11,600
38
$4.98M 1.09%
40,490
+4,775
39
$4.95M 1.09%
44,248
+21,267
40
$4.87M 1.07%
88,247
+3,866
41
$4.77M 1.05%
26,400
+905
42
$4.73M 1.04%
15,399
-118
43
$4.53M 0.99%
75,782
+4,621
44
$4.48M 0.98%
178,089
+24,300
45
$4.32M 0.95%
168,387
+29,090
46
$4.21M 0.92%
55,407
+10,958
47
$4.11M 0.9%
+24,529
48
$4.1M 0.9%
9,014
+2,421
49
$3.69M 0.81%
140,661
+26,555
50
$3.63M 0.8%
49,353
+8,117
1
2
3 4 5