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
$456M
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$3.51M
3
+$3.31M
4
TWLO icon
Twilio
TWLO
+$3.09M
5
DOCU icon
DocuSign
DOCU
+$2.49M

Top Sells

1
+$7.14M
2
+$3.13M
3
+$3.08M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.8M
5
BA icon
Boeing
BA
+$1.32M

Sector Composition

1 Technology 39.75%
2 Healthcare 13.58%
3 Communication Services 9.78%
4 Consumer Discretionary 8.25%
5 Financials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.61M 0.79%
92,047
+5,871
52
$3.57M 0.78%
57,868
+53,668
53
$3.53M 0.77%
75,653
+4,819
54
$3.51M 0.77%
+12,654
55
$3.37M 0.74%
44,068
+9,868
56
$3.33M 0.73%
23,890
-385
57
$3.15M 0.69%
119,657
+20,475
58
$3.15M 0.69%
25,843
+12,835
59
$2.52M 0.55%
43,615
+27,830
60
$2.5M 0.55%
98,489
+2,750
61
$2.27M 0.5%
12,393
-7,216
62
$1.96M 0.43%
452,366
+50,000
63
$1.89M 0.41%
21,124
-2,307
64
$1.71M 0.37%
4,684
-64
65
$1.7M 0.37%
17,863
+833
66
$1.7M 0.37%
12,820
+7,561
67
$1.55M 0.34%
15,470
+10
68
$1.26M 0.28%
46,675
+23,800
69
$1.17M 0.26%
3,760
+802
70
$1.02M 0.22%
5,739
-530
71
$998K 0.22%
3,056
-575
72
$899K 0.2%
5,370
73
$859K 0.19%
10,000
74
$851K 0.19%
36,000
75
$813K 0.18%
35,134
-36,020
1 2
3
4 5