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
$822M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$3.34M
3
+$1.88M
4
APH icon
Amphenol
APH
+$1.36M
5
TSM icon
TSMC
TSM
+$1.3M

Top Sells

1
+$2.83M
2
+$1.89M
3
+$1.2M
4
NTES icon
NetEase
NTES
+$1.15M
5
BA icon
Boeing
BA
+$784K

Sector Composition

1 Technology 36.69%
2 Healthcare 12.8%
3 Communication Services 10.74%
4 Consumer Discretionary 9.42%
5 Financials 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.6M 1.41%
87,120
-280
27
$11M 1.34%
65,276
+3,328
28
$11M 1.34%
42,703
+594
29
$10.7M 1.3%
50,301
+557
30
$10.4M 1.26%
81,385
-2,583
31
$10.2M 1.25%
45,965
+940
32
$9.78M 1.19%
13,123
+548
33
$9.57M 1.16%
49,284
+520
34
$9.39M 1.14%
35,912
+4,948
35
$9.06M 1.1%
76,235
-10,125
36
$8.99M 1.09%
14,730
+768
37
$8.51M 1.03%
37,181
+630
38
$7.98M 0.97%
30,187
+1,135
39
$7.7M 0.94%
39,289
+1,650
40
$7.66M 0.93%
64,850
+3,162
41
$7.36M 0.9%
58,572
-892
42
$7.06M 0.86%
48,874
+2,218
43
$6.99M 0.85%
63,364
+4,172
44
$6.96M 0.85%
82,941
+4,538
45
$6.86M 0.83%
53,544
+552
46
$6.68M 0.81%
38,109
+2,340
47
$6.5M 0.79%
57,929
+11,563
48
$6.46M 0.79%
115,598
+2,610
49
$6.31M 0.77%
26,312
+22,392
50
$6.15M 0.75%
20,324
+1,945
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