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
$822M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$3.34M
3
+$1.88M
4
APH icon
Amphenol
APH
+$1.36M
5
TSM icon
TSMC
TSM
+$1.3M

Top Sells

1
+$2.83M
2
+$1.89M
3
+$1.2M
4
NTES icon
NetEase
NTES
+$1.15M
5
BA icon
Boeing
BA
+$784K

Sector Composition

1 Technology 36.69%
2 Healthcare 12.8%
3 Communication Services 10.74%
4 Consumer Discretionary 9.42%
5 Financials 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.05M 0.74%
39,976
+3,834
52
$5.81M 0.71%
14,735
+1,033
53
$5.61M 0.68%
103,788
+2,460
54
$5.59M 0.68%
6,661
+449
55
$5.24M 0.64%
53,565
+3,227
56
$5.14M 0.63%
14,788
-1,549
57
$5.05M 0.61%
29,154
+3,360
58
$5.05M 0.61%
118,919
-1,000
59
$5.01M 0.61%
24,323
+16,217
60
$4.9M 0.6%
186,527
-340
61
$4.86M 0.59%
186,799
+50
62
$4.86M 0.59%
191,743
-2,800
63
$4.81M 0.58%
487,924
64
$4.78M 0.58%
67,990
+26,750
65
$4.64M 0.56%
126,444
+37,002
66
$4.62M 0.56%
59,694
-7,132
67
$4.61M 0.56%
51,209
+4,180
68
$4.58M 0.56%
65,227
-10,970
69
$4.05M 0.49%
26,925
+1,901
70
$3.92M 0.48%
9,110
-201
71
$3.76M 0.46%
17,088
-3,567
72
$3.72M 0.45%
39,450
-769
73
$3.54M 0.43%
131,842
-250
74
$3.5M 0.43%
15,989
+1,332
75
$3.46M 0.42%
139,905
-9,385
1 2
3
4 5