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
$297M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.3M
3
+$815K
4
AMGN icon
Amgen
AMGN
+$801K
5
CSX icon
CSX Corp
CSX
+$759K

Top Sells

1
+$2.15M
2
+$1.52M
3
+$1.51M
4
PANW icon
Palo Alto Networks
PANW
+$1.43M
5
SBUX icon
Starbucks
SBUX
+$897K

Sector Composition

1 Technology 25.79%
2 Financials 13.58%
3 Industrials 11.24%
4 Consumer Discretionary 10.44%
5 Healthcare 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.49M 0.84%
102,203
+1,350
52
$2.13M 0.72%
17,401
+2,062
53
$2.12M 0.71%
24,167
+7,760
54
$2.1M 0.71%
83,987
+1,500
55
$1.83M 0.62%
75,213
+1,775
56
$1.82M 0.61%
19,144
+4,955
57
$1.8M 0.61%
33,856
+1,268
58
$1.72M 0.58%
27,988
+3,038
59
$1.62M 0.55%
21,429
+2,125
60
$1.45M 0.49%
15,095
+2,906
61
$1.43M 0.48%
18,212
+20
62
$1.42M 0.48%
23,924
-140
63
$1.33M 0.45%
3,596
-388
64
$1.28M 0.43%
5,989
-50
65
$1.17M 0.39%
36,285
-8,950
66
$1.02M 0.35%
16,512
-4,600
67
$936K 0.32%
2,503
+650
68
$922K 0.31%
16,213
-15,767
69
$890K 0.3%
10,657
-1,675
70
$887K 0.3%
10,430
-1,020
71
$857K 0.29%
7,329
+5,000
72
$808K 0.27%
24,465
-20,475
73
$806K 0.27%
7,971
+270
74
$797K 0.27%
6,143
-1,456
75
$759K 0.26%
+30,744
1 2
3
4 5