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
$375M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.75M
3
+$1.6M
4
TWLO icon
Twilio
TWLO
+$1.4M
5
FIS icon
Fidelity National Information Services
FIS
+$1.13M

Top Sells

1
+$1.57M
2
+$591K
3
+$582K
4
XLNX
Xilinx Inc
XLNX
+$333K
5
META icon
Meta Platforms (Facebook)
META
+$309K

Sector Composition

1 Technology 31.39%
2 Healthcare 12.66%
3 Financials 10.33%
4 Communication Services 10.21%
5 Consumer Discretionary 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.88M 0.77%
32,755
+19,887
52
$2.6M 0.69%
102,739
+5,500
53
$2.47M 0.66%
+54,962
54
$2.42M 0.65%
40,749
+6,594
55
$2.21M 0.59%
31,272
+3,298
56
$2.19M 0.58%
85,232
+9,928
57
$2.19M 0.58%
71,004
+1,100
58
$2.03M 0.54%
6,272
-1,828
59
$2M 0.53%
20,991
-1,126
60
$1.88M 0.5%
22,360
+2,320
61
$1.84M 0.49%
4,727
-70
62
$1.83M 0.49%
22,448
+1,115
63
$1.6M 0.43%
+17,490
64
$1.44M 0.38%
14,055
-1,849
65
$1.4M 0.37%
+14,235
66
$1.37M 0.37%
12,458
+775
67
$1.35M 0.36%
5,969
68
$1.32M 0.35%
3,506
-20
69
$1.14M 0.3%
553
-77
70
$1.1M 0.29%
20,892
-500
71
$1.05M 0.28%
36,000
72
$767K 0.2%
5,370
73
$764K 0.2%
7,812
-3,400
74
$742K 0.2%
30,744
75
$739K 0.2%
18,210
+3,032
1 2
3
4 5