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
$686M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$3.91M
3
+$3.36M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$3.21M
5
SNOW icon
Snowflake
SNOW
+$2.87M

Top Sells

1
+$3.32M
2
+$2.01M
3
+$1.33M
4
TEAM icon
Atlassian
TEAM
+$1.22M
5
FIS icon
Fidelity National Information Services
FIS
+$1.13M

Sector Composition

1 Technology 35.05%
2 Healthcare 12.25%
3 Communication Services 10.4%
4 Consumer Discretionary 8.75%
5 Financials 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.52M 1.39%
19,452
-111
27
$9.3M 1.35%
43,924
+2,329
28
$8.78M 1.28%
86,380
-5,210
29
$8.65M 1.26%
35,118
+141
30
$8.62M 1.26%
83,340
-6,800
31
$8.28M 1.21%
40,883
+4,474
32
$7.97M 1.16%
148,398
+3,156
33
$7.77M 1.13%
35,240
+5,737
34
$7.36M 1.07%
34,934
-5,801
35
$7.3M 1.06%
46,338
+1,834
36
$7.14M 1.04%
52,622
+5,147
37
$7.05M 1.03%
35,617
+3,838
38
$6.94M 1.01%
11,246
+6,331
39
$6.8M 0.99%
27,777
+435
40
$6.6M 0.96%
55,037
+10,920
41
$6.5M 0.95%
32,553
+4,628
42
$6.42M 0.93%
12,297
+1,385
43
$6.41M 0.93%
45,494
-1,585
44
$6.32M 0.92%
57,830
+4,286
45
$6.26M 0.91%
51,406
+656
46
$6.18M 0.9%
90,231
+46,912
47
$5.97M 0.87%
102,689
+4,343
48
$5.92M 0.86%
15,839
+205
49
$5.78M 0.84%
106,885
+5,794
50
$5.72M 0.83%
61,467
+2,009
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