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
$633M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$3.13M
3
+$3M
4
UNH icon
UnitedHealth
UNH
+$2.65M
5
CVX icon
Chevron
CVX
+$2.24M

Top Sells

1
+$3.63M
2
+$2.34M
3
+$2.34M
4
CMCSA icon
Comcast
CMCSA
+$1.73M
5
VZ icon
Verizon
VZ
+$1.59M

Sector Composition

1 Technology 29.06%
2 Healthcare 14.84%
3 Consumer Discretionary 10.02%
4 Industrials 8.02%
5 Financials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.55M 0.72%
25,160
+27
52
$4.51M 0.71%
44,937
-6,230
53
$4.45M 0.7%
134,448
+1,242
54
$4.36M 0.69%
125,755
-9,750
55
$4.2M 0.66%
9,789
+8,696
56
$4.19M 0.66%
5,911
+16
57
$4.14M 0.65%
30,539
-2,699
58
$4.04M 0.64%
83,590
+10,450
59
$3.98M 0.63%
95,888
60
$3.93M 0.62%
27,841
+14,464
61
$3.82M 0.6%
28,098
+2,260
62
$3.77M 0.59%
50,550
-483
63
$3.73M 0.59%
12,634
-412
64
$3.66M 0.58%
58,490
-1,500
65
$3.45M 0.54%
29,218
+25,423
66
$3.39M 0.54%
145,357
+31,820
67
$3.22M 0.51%
49,759
-6,693
68
$3.19M 0.5%
30,011
-21,963
69
$3.13M 0.49%
+23,837
70
$3.11M 0.49%
5,863
+4,993
71
$3.09M 0.49%
21,493
-2,053
72
$3.05M 0.48%
67,990
73
$2.97M 0.47%
60,822
+495
74
$2.81M 0.44%
8,481
+6,306
75
$2.77M 0.44%
15,905
-277
1 2
3
4 5