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
$161M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$6.64M
3
+$3.93M
4
JPM icon
JPMorgan Chase
JPM
+$3.93M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.51%
2 Industrials 15.42%
3 Consumer Discretionary 11.96%
4 Healthcare 9.76%
5 Financials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.3M 0.81%
+31,945
52
$1.26M 0.79%
+17,946
53
$1.13M 0.7%
+3,736
54
$1.08M 0.67%
+19,635
55
$1.04M 0.65%
+8,851
56
$1.02M 0.64%
+12,190
57
$859K 0.53%
+70,812
58
$836K 0.52%
+6,712
59
$751K 0.47%
+6,519
60
$723K 0.45%
+9,762
61
$722K 0.45%
+9,841
62
$715K 0.44%
+9,490
63
$679K 0.42%
+3,018
64
$663K 0.41%
+7,736
65
$632K 0.39%
+41,045
66
$619K 0.38%
+3,317
67
$599K 0.37%
+5,717
68
$577K 0.36%
+6,235
69
$538K 0.33%
+10,720
70
$492K 0.31%
+7,210
71
$469K 0.29%
+5,910
72
$467K 0.29%
+11,045
73
$437K 0.27%
+3,793
74
$407K 0.25%
+29,332
75
$366K 0.23%
+4,975
1 2
3
4