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
$686M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$3.91M
3
+$3.36M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$3.21M
5
SNOW icon
Snowflake
SNOW
+$2.87M

Top Sells

1
+$3.32M
2
+$2.01M
3
+$1.33M
4
TEAM icon
Atlassian
TEAM
+$1.22M
5
FIS icon
Fidelity National Information Services
FIS
+$1.13M

Sector Composition

1 Technology 35.05%
2 Healthcare 12.25%
3 Communication Services 10.4%
4 Consumer Discretionary 8.75%
5 Financials 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.43M 0.79%
15,246
+2,895
52
$5.2M 0.76%
37,004
-8,042
53
$5.06M 0.74%
191,676
+15,845
54
$4.94M 0.72%
193,993
+16,709
55
$4.9M 0.71%
187,604
+19,505
56
$4.76M 0.69%
18,690
+6,409
57
$4.61M 0.67%
33,650
+24,507
58
$4.52M 0.66%
45,923
+9,853
59
$4.38M 0.64%
36,925
+34,689
60
$4.38M 0.64%
5,808
+2,019
61
$4.36M 0.64%
25,332
-1,208
62
$4.21M 0.61%
480,724
63
$4.08M 0.59%
164,270
-9,375
64
$4M 0.58%
103,525
+18,269
65
$3.73M 0.54%
40,062
+1,210
66
$3.69M 0.54%
137,392
+29,265
67
$3.67M 0.53%
9,222
+1,732
68
$3.6M 0.53%
14,167
-2,076
69
$3.38M 0.49%
30,099
-6,602
70
$3.31M 0.48%
23,426
+3,199
71
$3.29M 0.48%
36,896
+25,684
72
$2.87M 0.42%
+12,495
73
$2.82M 0.41%
24,953
-6,265
74
$2.7M 0.39%
12,228
+8,502
75
$2.67M 0.39%
+99,868
1 2
3
4 5