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
$534M
AUM Growth
+$77.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$3.58M
3
+$3.58M
4
WORK
Slack Technologies, Inc.
WORK
+$3.16M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$3.13M

Top Sells

1
+$3.52M
2
+$2.82M
3
+$2.41M
4
GWRE icon
Guidewire Software
GWRE
+$893K
5
SHOP icon
Shopify
SHOP
+$753K

Sector Composition

1 Technology 38.51%
2 Healthcare 13.92%
3 Communication Services 9.32%
4 Consumer Discretionary 8.83%
5 Financials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.27M 0.8%
43,003
-612
52
$4.22M 0.79%
48,492
+4,424
53
$4.16M 0.78%
157,426
+37,769
54
$4.11M 0.77%
25,307
+1,417
55
$4.09M 0.77%
156,124
+15,463
56
$4.01M 0.75%
25,459
+22,729
57
$3.75M 0.7%
+11,089
58
$3.71M 0.69%
30,417
+4,574
59
$3.58M 0.67%
+32,864
60
$3.16M 0.59%
+117,487
61
$3M 0.56%
15,266
+13,897
62
$2.91M 0.54%
73,783
-1,870
63
$2.4M 0.45%
17,314
+4,494
64
$2.36M 0.44%
93,389
-5,100
65
$2.29M 0.43%
23,872
+6,009
66
$2.26M 0.42%
83,172
+36,497
67
$1.97M 0.37%
25,649
+21,526
68
$1.88M 0.35%
5,600
+1,840
69
$1.84M 0.34%
11,143
-1,250
70
$1.82M 0.34%
452,366
71
$1.58M 0.3%
4,127
-557
72
$1.57M 0.3%
14,930
-540
73
$1.23M 0.23%
8,565
74
$1.19M 0.22%
5,604
-135
75
$1.15M 0.22%
15,994
-5,130
1 2
3
4 5