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
$335M
AUM Growth
-$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$1.49M
3
+$1.24M
4
CMCSA icon
Comcast
CMCSA
+$1.08M
5
TWLO icon
Twilio
TWLO
+$1.06M

Top Sells

1
+$1.76M
2
+$1.14M
3
+$442K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$367K
5
EOG icon
EOG Resources
EOG
+$320K

Sector Composition

1 Technology 34.33%
2 Healthcare 13.79%
3 Communication Services 10.34%
4 Consumer Discretionary 9.62%
5 Financials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.64M 0.79%
44,449
+3,700
52
$2.48M 0.74%
6,593
+321
53
$2.45M 0.73%
99,182
+13,950
54
$2.43M 0.73%
24,275
-409
55
$2.41M 0.72%
95,739
-7,000
56
$2.33M 0.7%
26,059
+11,824
57
$2M 0.6%
34,200
+2,928
58
$1.8M 0.54%
15,708
-15,408
59
$1.78M 0.53%
22,981
+1,990
60
$1.7M 0.51%
23,431
-657
61
$1.61M 0.48%
4,748
+21
62
$1.58M 0.47%
13,008
+550
63
$1.49M 0.45%
+16,124
64
$1.48M 0.44%
17,030
-460
65
$1.48M 0.44%
71,154
+150
66
$1.37M 0.41%
15,460
+1,405
67
$1.26M 0.38%
21,433
-1,015
68
$1.24M 0.37%
+402,366
69
$1.15M 0.34%
6,269
+300
70
$959K 0.29%
3,631
+125
71
$947K 0.28%
16,870
-5,490
72
$795K 0.24%
5,370
73
$766K 0.23%
2,958
+1,163
74
$654K 0.2%
36,000
75
$642K 0.19%
10,000
1 2
3
4 5