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
$240M
AUM Growth
-$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$2.32M
3
+$439K
4
BAC icon
Bank of America
BAC
+$409K
5
GAMR icon
Amplify Video Game Tech ETF
GAMR
+$386K

Top Sells

1
+$1.58M
2
+$1.43M
3
+$1.17M
4
SWK icon
Stanley Black & Decker
SWK
+$1.06M
5
STI
SunTrust Banks, Inc.
STI
+$1.03M

Sector Composition

1 Technology 25.99%
2 Financials 13.14%
3 Healthcare 10.73%
4 Industrials 10.01%
5 Consumer Discretionary 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.65M 0.69%
10,178
-3,107
52
$1.61M 0.67%
116,000
-37,340
53
$1.58M 0.66%
18,152
-8,897
54
$1.54M 0.64%
30,540
-20,377
55
$1.5M 0.63%
32,235
-19,055
56
$1.42M 0.59%
20,492
-3,675
57
$1.22M 0.51%
5,989
58
$1.2M 0.5%
16,730
+1,635
59
$1.18M 0.49%
8,997
-6,944
60
$1.16M 0.48%
18,007
-205
61
$1.1M 0.46%
25,306
-8,550
62
$1.08M 0.45%
3,546
-50
63
$1.07M 0.45%
18,720
-2,709
64
$1.01M 0.42%
14,501
-20,455
65
$813K 0.34%
15,642
-870
66
$787K 0.33%
7,551
-420
67
$766K 0.32%
2,860
+357
68
$741K 0.31%
36,000
69
$701K 0.29%
10,280
-150
70
$691K 0.29%
8,112
71
$652K 0.27%
8,365
+4,600
72
$647K 0.27%
10,043
-6,170
73
$637K 0.27%
30,744
74
$627K 0.26%
25,295
75
$617K 0.26%
25,104
-1,030
1 2
3
4 5