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
$274M
AUM Growth
+$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$1.04M
3
+$394K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$393K
5
MSFT icon
Microsoft
MSFT
+$388K

Top Sells

1
+$1.76M
2
+$758K
3
+$709K
4
CELG
Celgene Corp
CELG
+$654K
5
PANW icon
Palo Alto Networks
PANW
+$600K

Sector Composition

1 Technology 25.02%
2 Financials 13.82%
3 Consumer Discretionary 12.41%
4 Industrials 10.75%
5 Healthcare 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.06M 0.75%
82,487
-2,300
52
$2.02M 0.74%
16,265
+2,675
53
$1.94M 0.71%
15,339
+345
54
$1.78M 0.65%
73,438
+745
55
$1.69M 0.62%
24,950
+1,260
56
$1.67M 0.61%
32,588
+1,480
57
$1.66M 0.61%
44,940
-47,600
58
$1.65M 0.6%
45,235
+1,238
59
$1.56M 0.57%
31,980
-3,325
60
$1.51M 0.55%
6,235
+1,030
61
$1.47M 0.54%
24,064
+3,287
62
$1.47M 0.54%
19,304
+5,174
63
$1.42M 0.52%
3,984
-100
64
$1.37M 0.5%
16,407
+12,397
65
$1.3M 0.48%
18,192
+345
66
$1.18M 0.43%
14,189
-200
67
$1.17M 0.43%
21,112
-12,807
68
$1.16M 0.42%
12,189
+2,806
69
$1.13M 0.41%
6,039
+1,060
70
$1.08M 0.4%
+74,280
71
$1.03M 0.38%
12,332
+4,485
72
$1.01M 0.37%
7,599
-25
73
$947K 0.35%
11,450
+532
74
$789K 0.29%
7,701
-540
75
$778K 0.28%
28,134
+1,030
1 2
3
4 5