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
$714M
AUM Growth
+$81.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.57M
3
+$3.21M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.17M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.36M

Top Sells

1
+$1.74M
2
+$1.73M
3
+$1.03M
4
INTU icon
Intuit
INTU
+$900K
5
PYPL icon
PayPal
PYPL
+$874K

Sector Composition

1 Technology 32.44%
2 Healthcare 13.05%
3 Consumer Discretionary 9.83%
4 Industrials 7.14%
5 Communication Services 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.91M 1.25%
31,209
-857
27
$8.73M 1.22%
34,180
-2,306
28
$8.41M 1.18%
40,027
-70
29
$8.38M 1.17%
50,378
-279
30
$8.29M 1.16%
100,071
-784
31
$8.07M 1.13%
20,932
-1,264
32
$7.59M 1.06%
154,671
+8,184
33
$7.42M 1.04%
45,469
+2,005
34
$7.29M 1.02%
71,639
+4,935
35
$7.16M 1%
54,396
+900
36
$7.13M 1%
31,168
+2,705
37
$7.05M 0.99%
286,641
-6,702
38
$6.88M 0.96%
34,165
-2,923
39
$6.87M 0.96%
14,538
+1,115
40
$6.59M 0.92%
35,961
+27,836
41
$6.58M 0.92%
14,250
+1,028
42
$6.49M 0.91%
158,906
+7,198
43
$6.44M 0.9%
38,901
+803
44
$6.3M 0.88%
62,260
-4,245
45
$6.16M 0.86%
70,123
+4,639
46
$6.07M 0.85%
126,560
+805
47
$5.85M 0.82%
59,652
+9,893
48
$5.78M 0.81%
55,553
-1,226
49
$5.71M 0.8%
57,003
-1,805
50
$5.58M 0.78%
221,547
-25,155
1
2
3 4 5