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
$1.05B
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$9.06M
2
+$4.63M
3
+$3.37M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.85M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.6M

Top Sells

1
+$4.4M
2
+$2.4M
3
+$2.16M
4
TEAM icon
Atlassian
TEAM
+$1.87M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$1.68M

Sector Composition

1 Technology 38.03%
2 Healthcare 10.29%
3 Communication Services 9%
4 Consumer Discretionary 8.54%
5 Financials 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.5M 1.09%
66,140
+6,460
27
$11.4M 1.09%
33,613
+1,449
28
$11.4M 1.09%
78,341
+4,293
29
$11M 1.05%
19,718
-1,570
30
$10.9M 1.04%
161,999
+3,681
31
$10.4M 1%
48,936
+670
32
$10.4M 0.99%
220,214
+28,799
33
$10.4M 0.99%
59,693
+2,852
34
$10.3M 0.99%
156,201
+27,041
35
$10.3M 0.98%
21,139
+868
36
$9.95M 0.95%
54,345
-4,728
37
$9.46M 0.9%
103,822
+4,396
38
$9.06M 0.86%
+124,642
39
$8.98M 0.86%
57,388
+4,994
40
$8.9M 0.85%
91,524
+7,270
41
$8.71M 0.83%
89,135
-10,555
42
$8.7M 0.83%
12,891
+1,203
43
$8.21M 0.78%
53,986
+3,314
44
$8.04M 0.77%
35,548
+168
45
$7.88M 0.75%
58,330
-354
46
$7.71M 0.74%
310,033
-475
47
$7.71M 0.74%
55,890
48
$7.67M 0.73%
35,673
-180
49
$7.48M 0.71%
556,016
50
$7.36M 0.7%
64,915
-3,145
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