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
$300M
AUM Growth
+$60.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.74M
3
+$3.23M
4
VZ icon
Verizon
VZ
+$3.11M
5
SYK icon
Stryker
SYK
+$2.78M

Top Sells

1
+$3.26M
2
+$2.38M
3
+$2.17M
4
STI
SunTrust Banks, Inc.
STI
+$1.54M
5
DHI icon
D.R. Horton
DHI
+$1.12M

Sector Composition

1 Technology 29.84%
2 Financials 10.13%
3 Healthcare 10.1%
4 Consumer Discretionary 9.15%
5 Communication Services 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.03M 0.68%
22,119
-500
52
$1.99M 0.66%
79,553
+3,000
53
$1.96M 0.65%
21,656
+4,926
54
$1.84M 0.61%
45,710
-53,794
55
$1.79M 0.6%
18,858
+706
56
$1.72M 0.57%
22,227
+1,735
57
$1.71M 0.57%
982
-588
58
$1.63M 0.54%
10,693
+1,696
59
$1.52M 0.51%
28,518
+3,212
60
$1.49M 0.5%
19,918
+1,911
61
$1.45M 0.49%
4,842
-7,918
62
$1.41M 0.47%
30,785
-1,450
63
$1.34M 0.45%
3,764
+904
64
$1.28M 0.43%
7,003
-3,175
65
$1.23M 0.41%
3,546
66
$1.2M 0.4%
5,989
67
$1.19M 0.4%
17,935
-785
68
$1.03M 0.34%
8,112
69
$932K 0.31%
12,543
+2,500
70
$927K 0.31%
22,392
-27,070
71
$844K 0.28%
10,445
+165
72
$842K 0.28%
33,854
+24,376
73
$805K 0.27%
7,551
74
$789K 0.26%
17,907
+1,280
75
$783K 0.26%
36,000
1 2
3
4 5