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
$633M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$3.13M
3
+$3M
4
UNH icon
UnitedHealth
UNH
+$2.65M
5
CVX icon
Chevron
CVX
+$2.24M

Top Sells

1
+$3.63M
2
+$2.34M
3
+$2.34M
4
CMCSA icon
Comcast
CMCSA
+$1.73M
5
VZ icon
Verizon
VZ
+$1.59M

Sector Composition

1 Technology 29.06%
2 Healthcare 14.84%
3 Consumer Discretionary 10.02%
4 Industrials 8.02%
5 Financials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.06M 1.27%
19,767
-62
27
$7.84M 1.24%
32,066
+129
28
$7.83M 1.24%
146,487
+25,897
29
$7.8M 1.23%
43,464
+12,503
30
$7.68M 1.21%
37,088
-2,623
31
$7.47M 1.18%
22,196
-2,169
32
$7.42M 1.17%
50,657
-30
33
$7.3M 1.15%
66,505
-236
34
$7.21M 1.14%
13,222
+2,066
35
$7.16M 1.13%
293,343
+32,047
36
$6.82M 1.08%
28,463
+8,028
37
$6.53M 1.03%
13,423
+1,647
38
$6.44M 1.02%
40,097
-1,559
39
$6.17M 0.98%
246,702
+7,285
40
$5.84M 0.92%
66,704
+6,105
41
$5.78M 0.91%
151,708
+990
42
$5.68M 0.9%
38,098
-999
43
$5.65M 0.89%
57,482
-382
44
$5.63M 0.89%
56,779
+215
45
$5.57M 0.88%
65,484
-714
46
$5.48M 0.87%
45,537
-4,584
47
$5.43M 0.86%
53,496
-366
48
$5.34M 0.84%
219,494
+39,330
49
$5.11M 0.81%
58,808
-8,864
50
$4.64M 0.73%
12,136
+55
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