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
$876M
AUM Growth
+$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.48M
3
+$1.45M
4
ASML icon
ASML
ASML
+$1.44M
5
LEN icon
Lennar Class A
LEN
+$1.28M

Top Sells

1
+$3.46M
2
+$1.73M
3
+$1.58M
4
MA icon
Mastercard
MA
+$1.49M
5
XYZ
Block Inc
XYZ
+$1.45M

Sector Composition

1 Technology 37.05%
2 Healthcare 13.05%
3 Communication Services 10.3%
4 Consumer Discretionary 10.01%
5 Financials 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.24M 0.71%
33,939
-1,973
52
$6.23M 0.71%
67,990
53
$6.21M 0.71%
55,427
-3,145
54
$6.04M 0.69%
57,045
+3,480
55
$5.85M 0.67%
116,254
+656
56
$5.68M 0.65%
129,704
+3,260
57
$5.3M 0.61%
102,071
-1,717
58
$5.29M 0.6%
118,858
-61
59
$5.26M 0.6%
14,224
-511
60
$5.23M 0.6%
54,328
+3,119
61
$5.21M 0.59%
200,982
+14,455
62
$5.06M 0.58%
196,954
+10,155
63
$4.94M 0.56%
10,364
+1,254
64
$4.81M 0.55%
27,522
+597
65
$4.67M 0.53%
185,548
-6,195
66
$4.51M 0.51%
30,284
+5,961
67
$4.13M 0.47%
18,575
+2,586
68
$4.05M 0.46%
60,501
-4,726
69
$3.82M 0.44%
10,639
-4,149
70
$3.66M 0.42%
39,450
71
$3.54M 0.4%
133,942
+2,100
72
$3.03M 0.35%
21,491
+1,050
73
$2.97M 0.34%
44,675
-15,019
74
$2.94M 0.34%
8,337
-300
75
$2.89M 0.33%
13,641
+1,700
1 2
3
4 5